U S Wealth Group, Llc. Schwab Strategic Tr Us Large C Transaction History
U S Wealth Group, Llc.
- $132 Billion
- Q4 2024
A detailed history of U S Wealth Group, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, U S Wealth Group, Llc. holds 226,012 shares of SCHX stock, worth $5.41 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
226,012Holding current value
$5.41 Million% of portfolio
3.96%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,433Shares Held
887MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.94 Billion6.33% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$841 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$769 Million29.48% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$668 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$628 Million8.63% of portfolio