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 $4,051. This represents 0.0% of its overall portfolio holdings.
Number of Shares
140Holding current value
$4,051% of portfolio
0.0%Shares
1 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
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Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
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High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio