Great Waters Wealth Management Schwab Strategic Tr Us Emergin Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 2024
A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Great Waters Wealth Management holds 8,890 shares of SCHE stock, worth $234,962. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,890
Previous 8,966
0.85%
Holding current value
$234,962
Previous $226 Million
4.3%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.62 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$585 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$518 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$192 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$84.8 Million3.96% of portfolio