Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Wealth Advisors, Inc.
- $223 Million
- Q3 2023
A detailed history of Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Advisors, Inc. holds 6,073 shares of SCHX stock, worth $145,023. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,073Holding current value
$145,023% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,379Shares Held
489MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio