Daymark Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q4 2025
A detailed history of Daymark Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 36,843 shares of SCHX stock, worth $977,813. This represents 0.03% of its overall portfolio holdings.
Number of Shares
36,843
Previous 33,918
8.62%
Holding current value
$977,813
Previous $893,000
9.41%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,634Shares 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