Olistico Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Olistico Wealth, LLC
- $172 Billion
- Q4 2024
A detailed history of Olistico Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Olistico Wealth, LLC holds 4,905 shares of SCHX stock, worth $107,713. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,905
Previous 1,635
200.0%
Holding current value
$107,713
Previous $111 Million
2.49%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,479Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$772 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$706 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$576 Million8.63% of portfolio