Harvest Group Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 12,273 shares of SCHE stock, worth $334,316. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,273
Previous 12,293
0.16%
Holding current value
$334,316
Previous $290,000
3.45%
% of portfolio
0.2%
Previous 0.2%
Shares
13 transactions
Others Institutions Holding SCHE
# of Institutions
793Shares Held
139MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$578 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$523 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$228 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.5 Million4.21% of portfolio
-
Envestnet Asset Management Inc2.43MShares$66.3 Million0.02% of portfolio