Private Wealth Management Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Private Wealth Management Group, LLC
- $231 Billion
- Q2 2024
A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 6,665 shares of SCHE stock, worth $180,754. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,665
Previous 6,665
-0.0%
Holding current value
$180,754
Previous $168 Million
5.19%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.69 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$600 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$531 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$197 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$87 Million3.96% of portfolio