Seaside Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Seaside Wealth Management, Inc.
- $273 Million
- Q4 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 15,852 shares of SCHX stock, worth $379,813. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,852
Previous 5,284
200.0%
Holding current value
$379,813
Previous $358,000
2.51%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,399Shares Held
737MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.95 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$669 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$614 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$596 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$378 Million32.92% of portfolio