Northwest Quadrant Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Northwest Quadrant Wealth Management, LLC
- $478 Million
- Q4 2025
A detailed history of Northwest Quadrant Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Northwest Quadrant Wealth Management, LLC holds 5,301,134 shares of SCHX stock, worth $141 Million. This represents 29.46% of its overall portfolio holdings.
Number of Shares
5,301,134
Previous 5,234,208
1.28%
Holding current value
$141 Million
Previous $138 Million
2.05%
% of portfolio
29.46%
Previous 29.13%
Shares
35 transactions
Others Institutions Holding SCHX
# of Institutions
1,657Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\201MShares$5.34 Billion6.37% 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