Blue Bell Private Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Blue Bell Private Wealth Management, LLC
- $500 Million
- Q4 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 16,816 shares of SCHE stock, worth $478,247. This represents 0.09% of its overall portfolio holdings.
Number of Shares
16,816
Previous 16,925
0.64%
Holding current value
$478,247
Previous $493,000
9.33%
% of portfolio
0.09%
Previous 0.1%
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$581 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$532 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$238 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$98.9 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.34MShares$66.6 Million0.13% of portfolio