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 $413,278. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,501
Previous 14,444
0.39%
Holding current value
$413,278
Previous $383,000
10.44%
% of portfolio
0.05%
Previous 0.05%
Shares
29 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
240MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.83 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$605 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$558 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$207 Million0.3% of portfolio
-
Us Bancorp \De\3.81MShares$109 Million0.14% of portfolio