Pioneer Wealth Management Group Schwab Strategic Tr Us Emergin Transaction History
Pioneer Wealth Management Group
- $188 Billion
- Q2 2024
A detailed history of Pioneer Wealth Management Group transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Pioneer Wealth Management Group holds 107,775 shares of SCHE stock, worth $2.86 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
107,775
Previous 116,049
7.13%
Holding current value
$2.86 Million
Previous $2.93 Billion
2.31%
% of portfolio
1.52%
Previous 1.68%
Shares
7 transactions
Others Institutions Holding SCHE
# of Institutions
765Shares Held
236MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.26 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$619 Million0.65% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$528 Million1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$323 Million0.07% of portfolio
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High Tower Advisors, LLC Chicago, IL5.83MShares$155 Million0.24% of portfolio