Mission Wealth Management, LP Schwab Strategic Tr Us Emergin Transaction History
Mission Wealth Management, LP
- $3.75 Billion
- Q2 2024
A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Mission Wealth Management, LP holds 35,126 shares of SCHE stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
35,126
Previous 51,298
31.53%
Holding current value
$1.02 Million
Previous $1.3 Million
28.03%
% of portfolio
0.02%
Previous 0.03%
Shares
26 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