Wealthcare Capital Management LLC Schwab Strategic Tr Us Large C Transaction History
Wealthcare Capital Management LLC
- $880 Million
- Q1 2024
A detailed history of Wealthcare Capital Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 32,863 shares of SCHX stock, worth $2.15 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
32,863
Previous 61,608
46.66%
Holding current value
$2.15 Million
Previous $3.47 Million
41.31%
% of portfolio
0.23%
Previous 0.42%
Shares
23 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.39 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.3 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$832 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$689 Million24.51% of portfolio