All Square Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History
All Square Wealth Management LLC
- $172 Million
- Q4 2024
A detailed history of All Square Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, All Square Wealth Management LLC holds 88,094 shares of SCHE stock, worth $2.46 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
88,094
Previous 88,002
0.1%
Holding current value
$2.46 Million
Previous $2.57 Million
8.65%
% of portfolio
1.37%
Previous 1.48%
Shares
30 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares 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$66.4 Million0.14% of portfolio