Sax Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Sax Wealth Advisors, LLC
- $1.37 Billion
- Q1 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,234 shares of SCHE stock, worth $356,621. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,234Holding current value
$356,621% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
846Shares Held
150MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$585 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$529 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$287 Million0.38% of portfolio
-
Us Bancorp \De\3.65MShares$107 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$105 Million4.22% of portfolio