Verity Wealth Advisors Schwab Strategic Tr Us Large C Transaction History
Verity Wealth Advisors
- $133 Million
- Q2 2024
A detailed history of Verity Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Verity Wealth Advisors holds 44,917 shares of SCHX stock, worth $2.99 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
44,917
Previous 44,917
-0.0%
Holding current value
$2.99 Million
Previous $2.79 Million
3.52%
% of portfolio
2.16%
Previous 2.14%
Shares
18 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
446MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.94 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.88 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$954 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$835 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$706 Million25.33% of portfolio