Emerson Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Emerson Wealth, LLC
- $153 Million
- Q2 2022
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.4 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.31 Billion0.73% of portfolio
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Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
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Sei Investments CO Oaks, PA12.7MShares$833 Million1.18% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.5MShares$690 Million24.51% of portfolio