Destination Wealth Management Schwab Strategic Tr Us Emergin Transaction History
Destination Wealth Management
- $3.3 Billion
- Q2 2025
A detailed history of Destination Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Destination Wealth Management holds 101,543 shares of SCHE stock, worth $3.44 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
101,543
Previous 110,749
8.31%
Holding current value
$3.44 Million
Previous $3.05 Million
0.23%
% of portfolio
0.09%
Previous 0.1%
Shares
33 transactions
Others Institutions Holding SCHE
# of Institutions
866Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$662 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$597 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$344 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$128 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$125 Million0.08% of portfolio