Landmark Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Landmark Wealth Management, LLC
- $226 Million
- Q4 2024
A detailed history of Landmark Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 19,594 shares of SCHX stock, worth $472,803. This represents 0.2% of its overall portfolio holdings.
Number of Shares
19,594
Previous 6,606
196.61%
Holding current value
$472,803
Previous $448,000
1.34%
% of portfolio
0.2%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding SCHX
# of Institutions
1,363Shares Held
448MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$674 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$618 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$600 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$497 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$336 Million2.07% of portfolio