Rgt Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Rgt Wealth Advisors, LLC
- $627 Million
- Q3 2022
A detailed history of Rgt Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Rgt Wealth Advisors, LLC holds 41,093 shares of SCHE stock, worth $1.11 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
41,093
Previous 51,452
20.13%
Holding current value
$1.11 Million
Previous $1.31 Million
29.56%
% of portfolio
0.15%
Previous 0.22%
Shares
4 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$539 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