Wedmont Private Capital Schwab Strategic Tr Us Emergin Transaction History
Wedmont Private Capital
- $1.88 Billion
- Q4 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 270,302 shares of SCHE stock, worth $7.37 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
270,302
Previous 267,512
1.04%
Holding current value
$7.37 Million
Previous $7.81 Million
7.79%
% of portfolio
0.38%
Previous 0.45%
Shares
12 transactions
Others Institutions Holding SCHE
# of Institutions
796Shares Held
140MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$579 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$524 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$228 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.5 Million4.21% of portfolio
-
Envestnet Asset Management Inc2.43MShares$66.3 Million0.02% of portfolio