Bip Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Bip Wealth, LLC

$1.49 Trillion
Q4 2024

A detailed history of Bip Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bip Wealth, LLC holds 15,060 shares of SCHX stock, worth $330,717. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,060

Holding current value

$330,717

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $337,344 - $1.03 Million	15,060 New	15,060 $349 Million

Others Institutions Holding SCHX

# of Institutions

1,478

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

Us Bancorp \De\

206M
Shares

$4.53 Billion
6.33% of portfolio
Creative Planning Overland Park, KS

82.5M
Shares

$1.81 Billion
1.86% of portfolio
Sei Investments CO Oaks, PA

35.2M
Shares

$772 Million
1.08% of portfolio
Hbk Sorce Advisory LLC Erie, PA

32.1M
Shares

$706 Million
29.48% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

26.2M
Shares

$576 Million
8.63% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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