Brass Tax Wealth Management, Inc Schwab Strategic Tr Us Emergin Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 11,761 shares of SCHE stock, worth $324,956. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,761
Previous 14,487
18.82%
Holding current value
$324,956
Previous $386 Million
15.95%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
844Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$565 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$517 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96.1 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.32MShares$64 Million0.13% of portfolio