Ci Private Wealth, LLC Schwab Strategic Tr Us Emergin Transaction History
Ci Private Wealth, LLC
- $76.5 Billion
- Q2 2025
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 2,631,208 shares of SCHE stock, worth $81.6 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,631,208
Previous 952,063
176.37%
Holding current value
$81.6 Million
Previous $26.2 Million
202.13%
% of portfolio
0.1%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding SCHE
# of Institutions
863Shares Held
153MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$606 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$546 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$315 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$117 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$115 Million0.08% of portfolio