Abound Wealth Management Schwab Strategic Tr Us Large C Transaction History
Abound Wealth Management
- $312 Billion
- Q4 2024
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Abound Wealth Management holds 758,165 shares of SCHX stock, worth $18 Million. This represents 5.64% of its overall portfolio holdings.
Number of Shares
758,165
Previous 254,338
198.09%
Holding current value
$18 Million
Previous $17.3 Billion
1.84%
% of portfolio
5.64%
Previous 5.73%
Shares
13 transactions
Others Institutions Holding SCHX
# of Institutions
1,465Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.9 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.96 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$835 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$763 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$623 Million8.63% of portfolio