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 $7.45 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
270,302
Previous 267,512
1.04%
Holding current value
$7.45 Million
Previous $7.81 Million
7.79%
% of portfolio
0.38%
Previous 0.45%
Shares
12 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$564 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$516 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$95.9 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$65.5 Million0.14% of portfolio