Fsa Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Fsa Wealth Management LLC
- $229 Million
- Q1 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 779 shares of SCHX stock, worth $17,854. This represents 0.02% of its overall portfolio holdings.
Number of Shares
779
Previous 851
8.46%
Holding current value
$17,854
Previous $48,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,332Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.42 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$640 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$472 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$287 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$243 Million25.33% of portfolio