Blue Bell Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Blue Bell Private Wealth Management, LLC
- $499 Million
- Q3 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 280,212 shares of SCHX stock, worth $6.67 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
280,212
Previous 281,362
0.41%
Holding current value
$6.67 Million
Previous $18.1 Million
5.17%
% of portfolio
3.81%
Previous 3.93%
Shares
29 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$664 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$610 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio