Reston Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History
Reston Wealth Management LLC
- $268 Million
- Q4 2024
A detailed history of Reston Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Reston Wealth Management LLC holds 30,802 shares of SCHE stock, worth $859,375. This represents 0.31% of its overall portfolio holdings.
Number of Shares
30,802
Previous 21,615
42.5%
Holding current value
$859,375
Previous $630,000
30.16%
% of portfolio
0.31%
Previous 0.23%
Shares
25 transactions
Others Institutions Holding SCHE
# of Institutions
821Shares Held
142MCall Options Held
24.8KPut Options Held
200-
Creative Planning Overland Park, KS20.4MShares$570 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$522 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$233 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.3 Million0.14% of portfolio