Carolinas Wealth Consulting LLC Schwab Strategic Tr Us Emergin Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 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 75 shares of SCHE stock, worth $2,045. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75
Previous 75
-0.0%
Holding current value
$2,045
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 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