Accurate Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
A detailed history of Accurate Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 69,089 shares of SCHE stock, worth $1.93 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
69,089
Previous 51,145
35.08%
Holding current value
$1.93 Million
Previous $1.49 Million
23.26%
% of portfolio
0.38%
Previous 0.32%
Shares
12 transactions
Others Institutions Holding SCHE
# of Institutions
821Shares Held
142MCall Options Held
24.8KPut Options Held
200-
Creative Planning Overland Park, KS20.4MShares$570 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$522 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$233 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.3 Million0.14% of portfolio