Fonville Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Fonville Wealth Management LLC holds 24,610 shares of SCHE stock, worth $662,009. This represents 0.25% of its overall portfolio holdings.
Number of Shares
24,610
Previous 24,746
0.55%
Holding current value
$662,009
Previous $658 Million
9.13%
% of portfolio
0.25%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$571 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$517 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$210 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$76.5 Million4.21% of portfolio