Nova R Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History
Nova R Wealth, Inc.
- $194 Million
- Q3 2024
A detailed history of Nova R Wealth, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nova R Wealth, Inc. holds 37,420 shares of SCHX stock, worth $861,408. This represents 1.31% of its overall portfolio holdings.
Number of Shares
37,420
Previous 41,250
9.28%
Holding current value
$861,408
Previous $2.65 Million
4.23%
% of portfolio
1.31%
Previous 1.42%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,352Shares Held
353MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$643 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$590 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$474 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$320 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$284 Million1.12% of portfolio