Alliance Wealth Management Group Schwab Strategic Tr Us Emergin Transaction History
Alliance Wealth Management Group
- $347 Million
- Q1 2024
A detailed history of Alliance Wealth Management Group transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Alliance Wealth Management Group holds 505,200 shares of SCHE stock, worth $13.7 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
505,200
Previous 482,926
4.61%
Holding current value
$13.7 Million
Previous $12 Million
6.56%
% of portfolio
3.68%
Previous 3.66%
Shares
26 transactions
Others Institutions Holding SCHE
# of Institutions
765Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.31 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$632 Million0.65% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$539 Million1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$330 Million0.07% of portfolio
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High Tower Advisors, LLC Chicago, IL5.83MShares$158 Million0.24% of portfolio