Wiser Advisor Group LLC Schwab Strategic Tr Us Emergin Transaction History
Wiser Advisor Group LLC
- $63.6 Billion
- Q2 2024
A detailed history of Wiser Advisor Group LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Wiser Advisor Group LLC holds 67 shares of SCHE stock, worth $1,796. This represents 0.0% of its overall portfolio holdings.
Number of Shares
67
Previous 101
33.66%
Holding current value
$1,796
Previous $2.57 Million
30.92%
% of portfolio
0.0%
Previous 0.0%
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