Spire Wealth Management Schwab Strategic Tr Us Emergin Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
A detailed history of Spire Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Spire Wealth Management holds 14,765 shares of SCHE stock, worth $394,077. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,765
Previous 12,561
17.55%
Holding current value
$394,077
Previous $311,000
19.61%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding SCHE
# of Institutions
764Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.28 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$623 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$532 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$325 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$156 Million0.24% of portfolio