Goldstein Munger & Associates Schwab Strategic Tr Us Emergin Transaction History
Goldstein Munger & Associates
- $303 Million
- Q3 2022
A detailed history of Goldstein Munger & Associates transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Goldstein Munger & Associates holds 10,752 shares of SCHE stock, worth $297,077. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,752
Previous 10,752
-0.0%
Holding current value
$297,077
Previous $273,000
11.72%
% of portfolio
0.08%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding SCHE
# of Institutions
845Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$565 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$517 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96.1 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.32MShares$64 Million0.13% of portfolio