David Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History
David Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of David Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, David Wealth Management LLC holds 7,992 shares of SCHE stock, worth $246,313. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,992Holding current value
$246,313% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
855Shares Held
150MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$619 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$560 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$304 Million0.38% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$111 Million4.22% of portfolio
-
Us Bancorp \De\3.45MShares$106 Million0.13% of portfolio