Sax Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 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 $411,062. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,234
Previous 12,234
-0.0%
Holding current value
$411,062
Previous $337,000
9.2%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
872Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$656 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio