Wipfli Financial Advisors Llc, Schwab Strategic Tr Us Large C Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
A detailed history of Wipfli Financial Advisors Llc, transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 726 shares of SCHX stock, worth $18,280. This represents 0.0% of its overall portfolio holdings.
Number of Shares
726Holding current value
$18,280% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,534Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\206MShares$5.2 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.08 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$876 Million1.02% of portfolio
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Hbk Sorce Advisory LLC Erie, PA33MShares$832 Million28.87% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$787 Million9.64% of portfolio