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 $460,654. This represents 0.2% of its overall portfolio holdings.
Number of Shares
19,594
Previous 6,606
196.61%
Holding current value
$460,654
Previous $448,000
1.34%
% of portfolio
0.2%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding SCHX
# of Institutions
1,470Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.85 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.94 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$827 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$756 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$617 Million8.63% of portfolio