Ci Private Wealth, LLC Schwab Strategic Tr Us Emergin Transaction History
Ci Private Wealth, LLC
- $65.6 Billion
- Q4 2024
A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Ci Private Wealth, LLC holds 901,317 shares of SCHE stock, worth $24.9 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
901,317
Previous 910,048
0.96%
Holding current value
$24.9 Million
Previous $26.6 Million
9.61%
% of portfolio
0.04%
Previous 0.04%
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$564 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$516 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$95.9 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$65.5 Million0.14% of portfolio