My Purposeful Wealth Corp. Schwab Strategic Tr Us Large C Transaction History
My Purposeful Wealth Corp.
- $335 Billion
- Q3 2025
A detailed history of My Purposeful Wealth Corp. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 397,406 shares of SCHX stock, worth $10.5 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
397,406
Previous 339,139
17.18%
Holding current value
$10.5 Million
Previous $8.5 Billion
23.17%
% of portfolio
3.12%
Previous 3.05%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,630Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio