Watershed Private Wealth LLC Schwab Strategic Tr Us Emergin Transaction History
Watershed Private Wealth LLC
- $275 Billion
- Q2 2025
A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Watershed Private Wealth LLC holds 28,254 shares of SCHE stock, worth $957,528. This represents 0.31% of its overall portfolio holdings.
Number of Shares
28,254
Previous 34,014
16.93%
Holding current value
$957,528
Previous $938 Million
9.19%
% of portfolio
0.31%
Previous 0.37%
Shares
10 transactions
Others Institutions Holding SCHE
# of Institutions
866Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$662 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$597 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$344 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$128 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$125 Million0.08% of portfolio