White Wing Wealth Management Schwab Strategic Tr Us Emergin Transaction History
White Wing Wealth Management
- $121 Million
- Q1 2024
A detailed history of White Wing Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, White Wing Wealth Management holds 59,469 shares of SCHE stock, worth $1.59 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
59,469
Previous 142,695
58.32%
Holding current value
$1.59 Million
Previous $3.54 Million
57.56%
% of portfolio
1.24%
Previous 3.24%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
759Shares Held
235MCall 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$531 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