Thrive Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Thrive Wealth Management, LLC
- $609 Million
- Q2 2025
A detailed history of Thrive Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 199,610 shares of SCHX stock, worth $5.03 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
199,610
Previous 198,502
0.56%
Holding current value
$5.03 Million
Previous $4.36 Million
11.91%
% of portfolio
0.8%
Previous 0.84%
Shares
15 transactions
Others Institutions Holding SCHX
# of Institutions
1,536Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.2 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.06 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$877 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$845 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$787 Million9.64% of portfolio