True Private Wealth Advisors Schwab Strategic Tr Us Large C Transaction History
True Private Wealth Advisors
- $799 Million
- Q3 2024
A detailed history of True Private Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, True Private Wealth Advisors holds 4,650 shares of SCHX stock, worth $110,902. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,650
Previous 4,650
-0.0%
Holding current value
$110,902
Previous $298,000
5.7%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,411Shares Held
764MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.92 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$593 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$376 Million32.92% of portfolio