High Mark Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
High Mark Wealth Management LLC
- $182 Million
- Q3 2024
A detailed history of High Mark Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, High Mark Wealth Management LLC holds 571 shares of SCHX stock, worth $13,589. This represents 0.02% of its overall portfolio holdings.
Number of Shares
571
Previous 568
0.53%
Holding current value
$13,589
Previous $36,000
5.56%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$664 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$610 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio