Private Wealth Management Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Private Wealth Management Group, LLC
- $271 Billion
- Q1 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 $206,948. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,665
Previous 6,665
-0.0%
Holding current value
$206,948
Previous $177 Million
3.53%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
851Shares Held
149MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$623 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$564 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$306 Million0.38% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$111 Million4.22% of portfolio
-
Us Bancorp \De\3.45MShares$107 Million0.13% of portfolio