Fsa Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Fsa Wealth Management LLC
- $250 Million
- Q3 2024
A detailed history of Fsa Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fsa Wealth Management LLC holds 133 shares of SCHX stock, worth $3,182. This represents 0.0% of its overall portfolio holdings.
Number of Shares
133
Previous 779
82.93%
Holding current value
$3,182
Previous $48,000
81.25%
% of portfolio
0.0%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,433Shares Held
887MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.94 Billion6.33% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$841 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$769 Million29.48% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$668 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$628 Million8.63% of portfolio