Walter & Keenan Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History
Walter & Keenan Wealth Management LLC
- $328 Million
- Q4 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 9,207 shares of SCHE stock, worth $261,847. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,207
Previous 8,624
6.76%
Holding current value
$261,847
Previous $251,000
2.39%
% of portfolio
0.07%
Previous 0.08%
Shares
17 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$581 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$532 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$238 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$98.9 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.34MShares$66.6 Million0.13% of portfolio