M3 Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History
M3 Advisory Group, LLC
- $140 Billion
- Q4 2024
A detailed history of M3 Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, M3 Advisory Group, LLC holds 9,388 shares of SCHX stock, worth $224,185. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,388
Previous 3,119
200.99%
Holding current value
$224,185
Previous $212 Million
2.83%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,379Shares Held
472MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 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