Wedmont Private Capital Schwab Strategic Tr Us Large C Transaction History
Wedmont Private Capital
- $2.61 Billion
- Q3 2025
A detailed history of Wedmont Private Capital transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wedmont Private Capital holds 146,963 shares of SCHX stock, worth $3.9 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
146,963
Previous 112,700
30.4%
Holding current value
$3.9 Million
Previous $2.75 Million
40.56%
% of portfolio
0.15%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding SCHX
# of Institutions
1,631Shares 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