Pioneer Wealth Management Group Schwab Strategic Tr Us Emergin Transaction History
Pioneer Wealth Management Group
- $175 Billion
- Q1 2024
A detailed history of Pioneer Wealth Management Group transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Pioneer Wealth Management Group holds 116,049 shares of SCHE stock, worth $3.16 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
116,049
Previous 128,397
9.62%
Holding current value
$3.16 Million
Previous $3.18 Billion
7.94%
% of portfolio
1.68%
Previous 1.98%
Shares
6 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
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Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$542 Million1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$332 Million0.07% of portfolio
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High Tower Advisors, LLC Chicago, IL5.83MShares$159 Million0.24% of portfolio