Fonville Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 2024
A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Fonville Wealth Management LLC holds 24,746 shares of SCHE stock, worth $671,111. This represents 0.26% of its overall portfolio holdings.
Number of Shares
24,746
Previous 24,747
0.0%
Holding current value
$671,111
Previous $625 Million
5.31%
% of portfolio
0.26%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.69 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$600 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$531 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$197 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$87 Million3.96% of portfolio