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 $268,531. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,992Holding current value
$268,531% of portfolio
0.18%Shares
1 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
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Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
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High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
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Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio