Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Wealth Advisors, Inc.

$223 Million
Q3 2023

A detailed history of Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Advisors, Inc. holds 6,073 shares of SCHX stock, worth $161,177. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,073

Holding current value

$161,177

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$50.36 - $54.21 $305,836 - $329,217	6,073 New	6,073 $307,000

Others Institutions Holding SCHX

# of Institutions

1,632

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

Us Bancorp \De\

206M
Shares

$5.46 Billion
6.54% of portfolio
Creative Planning Overland Park, KS

80.7M
Shares

$2.14 Billion
1.65% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

34.8M
Shares

$923 Million
7.45% of portfolio
Hbk Sorce Advisory LLC Erie, PA

34M
Shares

$903 Million
29.65% of portfolio
Sei Investments CO Oaks, PA

31.4M
Shares

$833 Million
0.92% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History