Watershed Private Wealth LLC Schwab Strategic Tr Us Emergin Transaction History
Watershed Private Wealth LLC
- $235 Billion
- Q2 2024
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 42,047 shares of SCHE stock, worth $1.13 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
42,047
Previous 42,061
0.03%
Holding current value
$1.13 Million
Previous $1.06 Billion
5.15%
% of portfolio
0.48%
Previous 0.47%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.65 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$592 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$524 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$194 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$85.9 Million3.96% of portfolio