Td Private Client Wealth LLC Schwab Strategic Tr Us Large C Transaction History
Td Private Client Wealth LLC
- $3.63 Trillion
- Q1 2025
A detailed history of Td Private Client Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Td Private Client Wealth LLC holds 164,825 shares of SCHX stock, worth $3.84 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
164,825
Previous 164,172
0.4%
Holding current value
$3.84 Million
Previous $3.81 Billion
4.37%
% of portfolio
0.1%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,498Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\217MShares$5.06 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.93 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$810 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$770 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$728 Million9.64% of portfolio