Oakwell Private Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Oakwell Private Wealth Management, LLC
- $329 Million
- Q1 2024
A detailed history of Oakwell Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 106,307 shares of SCHE stock, worth $2.89 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
106,307
Previous 108,074
1.63%
Holding current value
$2.89 Million
Previous $2.68 Million
0.19%
% of portfolio
0.82%
Previous 0.94%
Shares
13 transactions
Others Institutions Holding SCHE
# of Institutions
763Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.32 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$636 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$542 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$332 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$159 Million0.24% of portfolio