Bsw Wealth Partners Schwab Strategic Tr Us Emergin Transaction History
Bsw Wealth Partners
- $606 Million
- Q2 2024
A detailed history of Bsw Wealth Partners transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Bsw Wealth Partners holds 15,000 shares of SCHE stock, worth $434,100. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,000
Previous 26,792
44.01%
Holding current value
$434,100
Previous $676,000
41.12%
% of portfolio
0.07%
Previous 0.12%
Shares
28 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio