Wj Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Wj Financial Advisors LLC
- $103 Billion
- Q3 2025
A detailed history of Wj Financial Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wj Financial Advisors LLC holds 150,912 shares of SCHX stock, worth $4.01 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
150,912Holding current value
$4.01 Million% of portfolio
3.86%Shares
1 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
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Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio