Cabot Wealth Management Inc Schwab Strategic Tr Us Emergin Transaction History
Cabot Wealth Management Inc
- $782 Million
- Q4 2024
A detailed history of Cabot Wealth Management Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cabot Wealth Management Inc holds 256,860 shares of SCHE stock, worth $7 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
256,860
Previous 349,397
26.48%
Holding current value
$7 Million
Previous $10.2 Million
32.91%
% of portfolio
0.87%
Previous 1.28%
Shares
30 transactions
Others Institutions Holding SCHE
# of Institutions
796Shares Held
140MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$579 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$524 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$228 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.5 Million4.21% of portfolio
-
Envestnet Asset Management Inc2.43MShares$66.3 Million0.02% of portfolio