Wealth Cmt Schwab Strategic Tr Us Large C Transaction History
Wealth Cmt
- $66.2 Million
- Q2 2023
Shares
14 transactions
Others Institutions Holding SCHX
# of Institutions
1,380Shares Held
496MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
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Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio