Sheets Smith Wealth Management Schwab Strategic Tr Us Emergin Transaction History
Sheets Smith Wealth Management
- $807 Million
- Q3 2024
A detailed history of Sheets Smith Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sheets Smith Wealth Management holds 14,501 shares of SCHE stock, worth $400,227. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,501
Previous 14,444
0.39%
Holding current value
$400,227
Previous $383,000
10.44%
% of portfolio
0.05%
Previous 0.05%
Shares
29 transactions
Others Institutions Holding SCHE
# of Institutions
778Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$586 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$530 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$215 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$105 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$78.5 Million4.21% of portfolio