Shira Ridge Wealth Management Schwab Strategic Tr Us Large C Transaction History
Shira Ridge Wealth Management
- $204 Billion
- Q4 2024
A detailed history of Shira Ridge Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Shira Ridge Wealth Management holds 9,735 shares of SCHX stock, worth $232,471. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,735
Previous 3,245
200.0%
Holding current value
$232,471
Previous $220 Million
2.48%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,379Shares Held
472MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio