Rkl Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History
Rkl Wealth Management LLC
- $1.06 Billion
- Q1 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 259,626 shares of SCHE stock, worth $7.17 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
259,626
Previous 290,237
10.55%
Holding current value
$7.17 Million
Previous $7.73 Million
7.4%
% of portfolio
0.68%
Previous 0.69%
Shares
32 transactions
Others Institutions Holding SCHE
# of Institutions
844Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$565 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$517 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96.1 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.32MShares$64 Million0.13% of portfolio