Carolina Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Carolina Wealth Advisors, LLC
- $180 Million
- Q1 2024
A detailed history of Carolina Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 38,578 shares of SCHE stock, worth $1.06 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
38,578
Previous 35,377
9.05%
Holding current value
$1.06 Million
Previous $876,000
11.19%
% of portfolio
0.54%
Previous 0.47%
Shares
18 transactions
Others Institutions Holding SCHE
# of Institutions
763Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.33 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$639 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$545 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$333 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$160 Million0.24% of portfolio