Carolinas Wealth Consulting LLC Schwab Strategic Tr Us Emergin Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 77 shares of SCHE stock, worth $2,153. This represents 0.0% of its overall portfolio holdings.
Number of Shares
77
Previous 75
2.67%
Holding current value
$2,153
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares 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$97.3 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.4 Million0.14% of portfolio