Windsor Advisory Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Windsor Advisory Group, LLC
- $49.9 Billion
- Q2 2024
A detailed history of Windsor Advisory Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 359 shares of SCHE stock, worth $10,766. This represents 0.02% of its overall portfolio holdings.
Number of Shares
359
Previous 359
-0.0%
Holding current value
$10,766
Previous $9.07 Million
5.18%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.98 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$664 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$587 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$218 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$96.2 Million3.96% of portfolio