True Private Wealth Advisors Schwab Strategic Tr Us Large C Transaction History
True Private Wealth Advisors
- $779 Million
- Q4 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 13,950 shares of SCHX stock, worth $303,552. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,950
Previous 4,650
200.0%
Holding current value
$303,552
Previous $315,000
2.54%
% of portfolio
0.04%
Previous 0.04%
Shares
2 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