Paragon Private Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Paragon Private Wealth Management, LLC
- $204 Million
- Q1 2025
A detailed history of Paragon Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 9,254 shares of SCHE stock, worth $287,059. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,254Holding current value
$287,059% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
854Shares Held
149MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS19.5MShares$606 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$563 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$306 Million0.38% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$111 Million4.22% of portfolio
-
Us Bancorp \De\3.45MShares$107 Million0.13% of portfolio