True Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 2024
A detailed history of True Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, True Wealth Advisors, LLC holds 9,919 shares of SCHX stock, worth $672,309. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,919
Previous 7,276
36.32%
Holding current value
$672,309
Previous $451,000
41.24%
% of portfolio
0.26%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding SCHX
# of Institutions
1,316Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio