Carolinas Wealth Consulting LLC Schwab Strategic Tr Us Emergin Transaction History
Carolinas Wealth Consulting LLC
- $535 Million
- Q1 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 74 shares of SCHE stock, worth $2,004. This represents 0.0% of its overall portfolio holdings.
Number of Shares
74
Previous 74
-0.0%
Holding current value
$2,004
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHE
# of Institutions
764Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.31 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$632 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$540 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$330 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$158 Million0.24% of portfolio