Private Wealth Management Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 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 $186,486. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,665
Previous 6,665
-0.0%
Holding current value
$186,486
Previous $194 Million
8.74%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
824Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$572 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$523 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$234 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.3 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.5 Million0.14% of portfolio