Warren Averett Asset Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 303,046 shares of SCHE stock, worth $8.21 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
303,046Holding current value
$8.21 Million% of portfolio
0.18%Shares
1 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$2.31 Billion2.96% of portfolio
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Creative Planning Overland Park, KS23.3MShares$632 Million0.65% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$540 Million1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$330 Million0.07% of portfolio
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High Tower Advisors, LLC Chicago, IL5.83MShares$158 Million0.24% of portfolio