Org Wealth Partners, LLC Schwab Strategic Tr Us Emergin Transaction History
Org Wealth Partners, LLC
- $269 Million
- Q3 2025
A detailed history of Org Wealth Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Org Wealth Partners, LLC holds 1,974 shares of SCHE stock, worth $66,740. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,974
Previous 1,974
-0.0%
Holding current value
$66,740
Previous $59,000
10.17%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
894Shares Held
156MCall Options Held
18.3KPut Options Held
0-
Creative Planning Overland Park, KS19.1MShares$647 Million0.49% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA16.7MShares$565 Million1.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.4MShares$353 Million0.41% of portfolio
-
Us Bancorp \De\6.51MShares$220 Million0.26% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.71MShares$125 Million4.27% of portfolio