Wipfli Financial Advisors Llc, Schwab Strategic Tr Us Large C Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
A detailed history of Wipfli Financial Advisors Llc, transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 726 shares of SCHX stock, worth $16,734. This represents 0.0% of its overall portfolio holdings.
Number of Shares
726Holding current value
$16,734% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,472Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.76 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.9 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$811 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$741 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$605 Million8.63% of portfolio