Etesian Wealth Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History
Etesian Wealth Advisors, Inc.
- $174 Billion
- Q1 2024
A detailed history of Etesian Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 123,483 shares of SCHE stock, worth $3.29 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
123,483
Previous 125,816
1.85%
Holding current value
$3.29 Million
Previous $3.11 Billion
0.33%
% of portfolio
1.79%
Previous 1.87%
Shares
11 transactions
Others Institutions Holding SCHE
# of Institutions
759Shares Held
235MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.28 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$623 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$531 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$325 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$156 Million0.24% of portfolio