White Wing Wealth Management Schwab Strategic Tr Us Emergin Transaction History
White Wing Wealth Management
- $123 Million
- Q2 2024
A detailed history of White Wing Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, White Wing Wealth Management holds 11,564 shares of SCHE stock, worth $310,146. This represents 0.25% of its overall portfolio holdings.
Number of Shares
11,564
Previous 59,469
80.55%
Holding current value
$310,146
Previous $1.5 Million
79.55%
% of portfolio
0.25%
Previous 1.24%
Shares
3 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$2.66 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$594 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$525 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$195 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$86.1 Million3.96% of portfolio