Cabot Wealth Management Inc Schwab Strategic Tr Us Large C Transaction History
Cabot Wealth Management Inc
- $782 Million
- Q4 2024
A detailed history of Cabot Wealth Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cabot Wealth Management Inc holds 113,456 shares of SCHX stock, worth $2.47 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
113,456
Previous 38,227
196.8%
Holding current value
$2.47 Million
Previous $2.59 Million
1.39%
% of portfolio
0.34%
Previous 0.33%
Shares
30 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.49 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.79 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$765 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$699 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$571 Million8.63% of portfolio