Navigation Wealth Management, Inc. Schwab Strategic Tr Us Emergin Transaction History
Navigation Wealth Management, Inc.
- $65.6 Million
- Q2 2025
A detailed history of Navigation Wealth Management, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Navigation Wealth Management, Inc. holds 21,904 shares of SCHE stock, worth $742,326. This represents 1.01% of its overall portfolio holdings.
Number of Shares
21,904Holding current value
$742,326% of portfolio
1.01%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
866Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$662 Million0.51% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$597 Million1.06% of portfolio
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High Tower Advisors, LLC Chicago, IL10.1MShares$344 Million0.4% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$128 Million4.39% of portfolio
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Northwestern Mutual Wealth Management CO3.69MShares$125 Million0.08% of portfolio