Williams Jones Wealth Management, Llc. Schwab Strategic Tr Us Large C Transaction History
Williams Jones Wealth Management, Llc.
- $7.94 Billion
- Q2 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 7,690 shares of SCHX stock, worth $517,383. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,690
Previous 7,670
0.26%
Holding current value
$517,383
Previous $476,000
3.78%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding SCHX
# of Institutions
1,316Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.9 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$963 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$843 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$713 Million25.33% of portfolio