Boyd Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Boyd Wealth Management, LLC
- $231 Million
- Q3 2025
A detailed history of Boyd Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 22,350 shares of SCHX stock, worth $593,169. This represents 0.25% of its overall portfolio holdings.
Number of Shares
22,350
Previous 22,318
0.14%
Holding current value
$593,169
Previous $545,000
7.89%
% of portfolio
0.25%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,633Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio