Delap Wealth Advisory, LLC Schwab Strategic Tr Us Large C Transaction History
Delap Wealth Advisory, LLC
- $238 Billion
- Q3 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 9,300 shares of SCHX stock, worth $246,822. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,300
Previous 9,300
-0.0%
Holding current value
$246,822
Previous $227 Million
8.18%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,632Shares 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