Capital A Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Capital A Wealth Management, LLC
- $60.2 Billion
- Q4 2024
A detailed history of Capital A Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 2,997 shares of SCHX stock, worth $70,459. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,997Holding current value
$70,459% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,469Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.85 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.94 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$827 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$756 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$617 Million8.63% of portfolio