Triangle Securities Wealth Management Schwab Strategic Tr Us Large C Transaction History
Triangle Securities Wealth Management
- $372 Million
- Q1 2025
A detailed history of Triangle Securities Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Triangle Securities Wealth Management holds 263,709 shares of SCHX stock, worth $5.74 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
263,709
Previous 256,488
2.82%
Holding current value
$5.74 Million
Previous $5.95 Million
2.59%
% of portfolio
1.56%
Previous 1.59%
Shares
32 transactions
Others Institutions Holding SCHX
# of Institutions
1,480Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.49 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.79 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$765 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$719 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$571 Million8.63% of portfolio