Divergent Wealth Advisors Schwab Strategic Tr Us Large C Transaction History
Divergent Wealth Advisors
- $546 Million
- Q3 2024
A detailed history of Divergent Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Divergent Wealth Advisors holds 3,651 shares of SCHX stock, worth $80,175. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,651
Previous 3,629
0.61%
Holding current value
$80,175
Previous $233,000
6.01%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,479Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$772 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$706 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$576 Million8.63% of portfolio