Wealth Group LTD Schwab Strategic Tr Us Large C Transaction History
Wealth Group LTD
- $346 Billion
- Q4 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 117,263 shares of SCHX stock, worth $2.7 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
117,263
Previous 39,335
198.11%
Holding current value
$2.7 Million
Previous $2.67 Billion
1.85%
% of portfolio
0.79%
Previous 0.78%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,352Shares Held
353MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$643 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$590 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$474 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$320 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$284 Million1.12% of portfolio