Reston Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History
Reston Wealth Management LLC
- $246 Million
- Q1 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 101,095 shares of SCHE stock, worth $2.74 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
101,095
Previous 105,369
4.06%
Holding current value
$2.74 Million
Previous $2.61 Million
2.3%
% of portfolio
1.04%
Previous 1.2%
Shares
22 transactions
Others Institutions Holding SCHE
# of Institutions
765Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.31 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$632 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$540 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$330 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$158 Million0.24% of portfolio