Wealth Bridge Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
Wealth Bridge Capital Management, LLC
- $414 Million
- Q3 2025
A detailed history of Wealth Bridge Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 10,505 shares of SCHX stock, worth $278,802. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,505
Previous 10,505
-0.0%
Holding current value
$278,802
Previous $256,000
7.81%
% of portfolio
0.07%
Previous 0.07%
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