Accredited Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Accredited Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 2,031 shares of SCHX stock, worth $49,312. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,031Holding current value
$49,312% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,464Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$5.01 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$2 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$854 Million1.08% of portfolio
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Hbk Sorce Advisory LLC Erie, PA32.1MShares$780 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$637 Million8.63% of portfolio