Rkl Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History
Rkl Wealth Management LLC
- $1.13 Billion
- Q2 2025
A detailed history of Rkl Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Rkl Wealth Management LLC holds 151,391 shares of SCHE stock, worth $4.67 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
151,391
Previous 259,626
41.69%
Holding current value
$4.67 Million
Previous $7.16 Million
36.26%
% of portfolio
0.4%
Previous 0.68%
Shares
33 transactions
Others Institutions Holding SCHE
# of Institutions
851Shares Held
149MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$619 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$560 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$304 Million0.38% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$111 Million4.22% of portfolio
-
Us Bancorp \De\3.45MShares$106 Million0.13% of portfolio