Consilium Wealth Advisory, LLC Schwab Strategic Tr Us Emergin Transaction History
Consilium Wealth Advisory, LLC
- $182 Million
- Q2 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 239,504 shares of SCHE stock, worth $6.42 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
239,504
Previous 234,552
2.11%
Holding current value
$6.42 Million
Previous $5.92 Million
7.41%
% of portfolio
3.5%
Previous 3.35%
Shares
11 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.66 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$594 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$525 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$195 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$86.1 Million3.96% of portfolio