Dakota Wealth Management Schwab Strategic Tr Us Emergin Transaction History
Dakota Wealth Management
- $4.67 Billion
- Q2 2025
A detailed history of Dakota Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Dakota Wealth Management holds 83,202 shares of SCHE stock, worth $2.8 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
83,202
Previous 50,041
66.27%
Holding current value
$2.8 Million
Previous $1.38 Million
81.8%
% of portfolio
0.05%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
872Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$656 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio