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 $221,373. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,735
Previous 3,245
200.0%
Holding current value
$221,373
Previous $220 Million
2.48%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,475Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.69 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.88 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$800 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$731 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$597 Million8.63% of portfolio