Bwm Planning, LLC Schwab Strategic Tr Us Emergin Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 2024
A detailed history of Bwm Planning, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Bwm Planning, LLC holds 17,828 shares of SCHE stock, worth $499,184. This represents 0.21% of its overall portfolio holdings.
Number of Shares
17,828
Previous 17,828
-0.0%
Holding current value
$499,184
Previous $520 Million
8.74%
% of portfolio
0.21%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
827Shares 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$97.4 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.5 Million0.14% of portfolio