Evermay Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History
Evermay Wealth Management LLC
- $620 Million
- Q2 2024
A detailed history of Evermay Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Evermay Wealth Management LLC holds 15,495 shares of SCHE stock, worth $463,920. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,495
Previous 15,667
1.1%
Holding current value
$463,920
Previous $395,000
4.05%
% of portfolio
0.07%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.97 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$663 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$586 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$217 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$96.1 Million3.96% of portfolio