Whipplewood Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 23,927 shares of SCHX stock, worth $571,376. This represents 0.32% of its overall portfolio holdings.
Number of Shares
23,927Holding current value
$571,376% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,386Shares Held
519MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.93 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 Million18.81% of portfolio
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Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio