Heartwood Wealth Advisors LLC Schwab Strategic Tr Us Emergin Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 1,492,863 shares of SCHE stock, worth $40 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
1,492,863
Previous 1,482,228
0.72%
Holding current value
$40 Million
Previous $37.4 Million
5.94%
% of portfolio
4.74%
Previous 4.61%
Shares
19 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.66 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$594 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$525 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$195 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$86.1 Million3.96% of portfolio