Emergent Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Emergent Wealth Advisors, LLC
- $173 Billion
- Q3 2025
A detailed history of Emergent Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 66,002 shares of SCHX stock, worth $1.73 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
66,002
Previous 66,218
0.33%
Holding current value
$1.73 Million
Previous $1.62 Billion
7.43%
% of portfolio
1.01%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,590Shares Held
1.14BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.4 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$941 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$891 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$863 Million9.79% of portfolio