High Net Worth Advisory Group LLC Schwab Strategic Tr Us Large C Transaction History
High Net Worth Advisory Group LLC
- $345 Million
- Q4 2024
A detailed history of High Net Worth Advisory Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 8,727 shares of SCHX stock, worth $208,313. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,727Holding current value
$208,313% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,384Shares Held
509MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio