Wr Wealth Planners, LLC Schwab Strategic Tr Us Large C Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 40 shares of SCHX stock, worth $946. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$946
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,336Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.53 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$296 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$251 Million25.33% of portfolio