Dakota Wealth Management Schwab Strategic Tr Us Emergin Transaction History
Dakota Wealth Management
- $4.35 Billion
- Q3 2024
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 53,090 shares of SCHE stock, worth $1.54 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
53,090
Previous 53,394
0.57%
Holding current value
$1.54 Million
Previous $1.42 Million
9.24%
% of portfolio
0.04%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio