Westmount Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Westmount Partners, LLC
- $329 Billion
- Q4 2024
A detailed history of Westmount Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Westmount Partners, LLC holds 31,374 shares of SCHX stock, worth $738,543. This represents 0.22% of its overall portfolio holdings.
Number of Shares
31,374
Previous 3,715
744.52%
Holding current value
$738,543
Previous $252 Million
188.53%
% of portfolio
0.22%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,359Shares Held
383MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$657 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$603 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$485 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$328 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$291 Million1.12% of portfolio