Elite Life Management LLC Schwab Strategic Tr Us Large C Transaction History
Elite Life Management LLC
- $30.6 Billion
- Q3 2024
A detailed history of Elite Life Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Elite Life Management LLC holds 77,649 shares of SCHX stock, worth $1.86 Million. This represents 17.21% of its overall portfolio holdings.
Number of Shares
77,649
Previous 63,929
21.46%
Holding current value
$1.86 Million
Previous $4.11 Billion
28.27%
% of portfolio
17.21%
Previous 15.93%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,393Shares Held
722MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.95 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$669 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$614 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$596 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$378 Million32.92% of portfolio