Madison Wealth Management Schwab Strategic Tr Us Large C Transaction History
Madison Wealth Management
- $449 Million
- Q3 2023
A detailed history of Madison Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Madison Wealth Management holds 9,135 shares of SCHX stock, worth $207,729. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,135
Previous 9,135
-0.0%
Holding current value
$207,729
Previous $478,000
3.35%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,475Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.69 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.88 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$800 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$731 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$597 Million8.63% of portfolio