Great Waters Wealth Management Schwab Strategic Tr Us Emergin Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 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 8,890 shares of SCHE stock, worth $235,140. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,890
Previous 8,966
0.85%
Holding current value
$235,140
Previous $226 Million
4.3%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SCHE
# of Institutions
766Shares Held
236MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.26 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$617 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$527 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$322 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$154 Million0.24% of portfolio