Wealth Group LTD Schwab Strategic Tr Us Large C Transaction History
Wealth Group LTD
- $344 Billion
- Q3 2024
A detailed history of Wealth Group LTD transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Group LTD holds 39,335 shares of SCHX stock, worth $920,439. This represents 0.78% of its overall portfolio holdings.
Number of Shares
39,335
Previous 39,576
0.61%
Holding current value
$920,439
Previous $2.54 Billion
4.96%
% of portfolio
0.78%
Previous 0.77%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio