Private Wealth Management Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Private Wealth Management Group, LLC
- $301 Billion
- Q2 2025
A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 6,665 shares of SCHE stock, worth $215,612. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,665
Previous 6,665
-0.0%
Holding current value
$215,612
Previous $184 Million
9.32%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
868Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$632 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$569 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$328 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$122 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$119 Million0.08% of portfolio