Great Waters Wealth Management Schwab Strategic Tr Us Emergin Transaction History
Great Waters Wealth Management
- $779 Billion
- Q4 2024
A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Great Waters Wealth Management holds 9,442 shares of SCHE stock, worth $256,539. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,442
Previous 8,979
5.16%
Holding current value
$256,539
Previous $262 Million
4.03%
% of portfolio
0.03%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$555 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$508 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$227 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$94.5 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$64.5 Million0.14% of portfolio