Wedmont Private Capital Schwab Strategic Tr Us Emergin Transaction History
Wedmont Private Capital
- $1.35 Billion
- Q1 2024
A detailed history of Wedmont Private Capital transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Wedmont Private Capital holds 291,067 shares of SCHE stock, worth $7.77 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
291,067
Previous 284,574
2.28%
Holding current value
$7.77 Million
Previous $7.05 Million
4.18%
% of portfolio
0.54%
Previous 0.58%
Shares
9 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$2.28 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$623 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$532 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$325 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$156 Million0.24% of portfolio