Act Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Act Wealth Management, LLC
- $284 Million
- Q3 2025
A detailed history of Act Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Act Wealth Management, LLC holds 17,292 shares of SCHE stock, worth $581,011. This represents 0.2% of its overall portfolio holdings.
Number of Shares
17,292
Previous 17,292
-0.0%
Holding current value
$581,011
Previous $521,000
10.75%
% of portfolio
0.2%
Previous 0.22%
Shares
15 transactions
Others Institutions Holding SCHE
# of Institutions
873Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$656 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio