Austin Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Austin Wealth Management, LLC
- $456 Billion
- Q3 2024
A detailed history of Austin Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Austin Wealth Management, LLC holds 7,961 shares of SCHX stock, worth $190,108. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,961
Previous 7,129
11.67%
Holding current value
$190,108
Previous $469 Million
14.06%
% of portfolio
0.12%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,379Shares Held
472MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio