Corepath Wealth Partners LLC Schwab Strategic Tr Us Large C Transaction History
Corepath Wealth Partners LLC
- $103 Million
- Q3 2024
A detailed history of Corepath Wealth Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Corepath Wealth Partners LLC holds 9,300 shares of SCHX stock, worth $221,340. This represents 0.61% of its overall portfolio holdings.
Number of Shares
9,300Holding current value
$221,340% of portfolio
0.61%Shares
2 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