Capital Wealth Planning, LLC Schwab Strategic Tr Us Large C Transaction History
Capital Wealth Planning, LLC
- $10.6 Billion
- Q4 2024
A detailed history of Capital Wealth Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Wealth Planning, LLC holds 13,693 shares of SCHX stock, worth $303,984. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,693
Previous 4,611
196.96%
Holding current value
$303,984
Previous $312,000
1.6%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.58 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.83 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$781 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$714 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$583 Million8.63% of portfolio