Bwm Planning, LLC Schwab Strategic Tr Us Emergin Transaction History
Bwm Planning, LLC
- $236 Billion
- Q1 2025
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 $599,020. This represents 0.21% of its overall portfolio holdings.
Number of Shares
17,828
Previous 17,828
-0.0%
Holding current value
$599,020
Previous $475 Million
3.53%
% of portfolio
0.21%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
872Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$656 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio