Janiczek Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Janiczek Wealth Management, LLC
- $475 Million
- Q2 2024
A detailed history of Janiczek Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 30,501 shares of SCHE stock, worth $882,698. This represents 0.17% of its overall portfolio holdings.
Number of Shares
30,501
Previous 29,957
1.82%
Holding current value
$882,698
Previous $756,000
7.14%
% of portfolio
0.17%
Previous 0.16%
Shares
27 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio