49 Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
49 Wealth Management, LLC
- $702 Billion
- Q4 2024
A detailed history of 49 Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, 49 Wealth Management, LLC holds 13,163 shares of SCHX stock, worth $299,326. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,163
Previous 4,791
174.74%
Holding current value
$299,326
Previous $325 Million
6.13%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,475Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.69 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.88 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$800 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$731 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$597 Million8.63% of portfolio