Wedgewood Investors Inc Schwab Strategic Tr Us Large C Transaction History
Wedgewood Investors Inc
- $82.6 Million
- Q2 2024
A detailed history of Wedgewood Investors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wedgewood Investors Inc holds 33,991 shares of SCHX stock, worth $2.17 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
33,991
Previous 26,802
26.82%
Holding current value
$2.17 Million
Previous $1.51 Million
44.47%
% of portfolio
2.64%
Previous 1.91%
Shares
9 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
446MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.52 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.8 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$914 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$800 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$676 Million25.33% of portfolio