True Private Wealth Advisors Schwab Strategic Tr Us Large C Transaction History
True Private Wealth Advisors
- $823 Million
- Q3 2025
A detailed history of True Private Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, True Private Wealth Advisors holds 13,150 shares of SCHX stock, worth $349,001. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,150
Previous 13,950
5.73%
Holding current value
$349,001
Previous $340,000
1.76%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,634Shares 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