Kathleen S. Wright Associates Inc. Schwab Strategic Tr Us Emergin Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 140 shares of SCHE stock, worth $3,882. This represents 0.0% of its overall portfolio holdings.
Number of Shares
140Holding current value
$3,882% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
778Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$589 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$533 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$217 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$106 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$78.9 Million4.21% of portfolio