Abound Wealth Management Schwab Strategic Tr Us Emergin Transaction History
Abound Wealth Management
- $301 Billion
- Q3 2024
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Abound Wealth Management holds 20,070 shares of SCHE stock, worth $552,527. This represents 0.19% of its overall portfolio holdings.
Number of Shares
20,070
Previous 19,545
2.69%
Holding current value
$552,527
Previous $519 Million
12.81%
% of portfolio
0.19%
Previous 0.19%
Shares
12 transactions
Others Institutions Holding SCHE
# of Institutions
779Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$584 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$529 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$215 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$105 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$78.3 Million4.21% of portfolio