Private Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 2024
A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 1,422 shares of SCHX stock, worth $34,071. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,422Holding current value
$34,071% of portfolio
0.01%Shares
2 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