Wealthcare Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History
Wealthcare Advisory Partners LLC
- $3.43 Billion
- Q3 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 147,445 shares of SCHX stock, worth $3.51 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
147,445
Previous 230,218
35.95%
Holding current value
$3.51 Million
Previous $14.8 Million
32.36%
% of portfolio
0.29%
Previous 0.47%
Shares
26 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$664 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$610 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio