Modern Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Modern Wealth Management, LLC
- $3.08 Trillion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Modern Wealth Management, LLC holds 15,528 shares of SCHE stock, worth $452,641. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,528Holding current value
$452,641% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
846Shares Held
150MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$585 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$529 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$287 Million0.38% of portfolio
-
Us Bancorp \De\3.65MShares$107 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$105 Million4.22% of portfolio