Bogart Wealth, LLC Schwab Strategic Tr Us Emergin Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Bogart Wealth, LLC holds 132,759 shares of SCHE stock, worth $4.12 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
132,759
Previous 132,776
0.01%
Holding current value
$4.12 Million
Previous $3.66 Million
9.32%
% of portfolio
0.17%
Previous 0.17%
Shares
31 transactions
Others Institutions Holding SCHE
# of Institutions
857Shares Held
149MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS19.5MShares$606 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$563 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$315 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$115 Million0.08% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$111 Million4.22% of portfolio