Wedmont Private Capital Schwab Strategic Tr Us Large C Transaction History
Wedmont Private Capital
- $1.88 Billion
- Q4 2024
A detailed history of Wedmont Private Capital transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wedmont Private Capital holds 30,815 shares of SCHX stock, worth $735,554. This represents 0.04% of its overall portfolio holdings.
Number of Shares
30,815
Previous 10,268
200.11%
Holding current value
$735,554
Previous $696,000
2.59%
% of portfolio
0.04%
Previous 0.04%
Shares
6 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
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio