Wbh Advisory Inc Schwab Strategic Tr Us Emergin Transaction History
Wbh Advisory Inc
- $980 Million
- Q2 2024
A detailed history of Wbh Advisory Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Wbh Advisory Inc holds 179,055 shares of SCHE stock, worth $5.36 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
179,055
Previous 167,996
6.58%
Holding current value
$5.36 Million
Previous $4.24 Million
12.12%
% of portfolio
0.48%
Previous 0.44%
Shares
27 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.97 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$663 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$586 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$217 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$96.1 Million3.96% of portfolio