Orgel Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
A detailed history of Orgel Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,706,521 shares of SCHE stock, worth $49.4 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
1,706,521
Previous 1,631,129
4.62%
Holding current value
$49.4 Million
Previous $43.3 Million
14.94%
% of portfolio
1.29%
Previous 1.21%
Shares
31 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