Shira Ridge Wealth Management Schwab Strategic Tr Us Large C Transaction History
Shira Ridge Wealth Management
- $249 Billion
- Q4 2025
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 $258,366. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,735
Previous 9,735
-0.0%
Holding current value
$258,366
Previous $256 Million
2.16%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,639Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio