Wealthcare Capital Management LLC Schwab Strategic Tr Us Large C Transaction History
Wealthcare Capital Management LLC
- $881 Million
- Q3 2025
A detailed history of Wealthcare Capital Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 45,725 shares of SCHX stock, worth $1.21 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
45,725
Previous 45,798
0.16%
Holding current value
$1.21 Million
Previous $1.12 Million
7.6%
% of portfolio
0.14%
Previous 0.12%
Shares
28 transactions
Others Institutions Holding SCHX
# of Institutions
1,632Shares 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