Valued Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 1,962 shares of SCHX stock, worth $43,026. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,962Holding current value
$43,026% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,491Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$771 Million1.08% of portfolio
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Hbk Sorce Advisory LLC Erie, PA33MShares$724 Million28.87% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$575 Million8.63% of portfolio