Windward Private Wealth Management Inc. Schwab Strategic Tr Us Emergin Transaction History
Windward Private Wealth Management Inc.
- $247 Million
- Q2 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 49,404 shares of SCHE stock, worth $1.33 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
49,404
Previous 51,394
3.87%
Holding current value
$1.33 Million
Previous $1.3 Million
1.16%
% of portfolio
0.53%
Previous 0.53%
Shares
15 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.66 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$594 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$525 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$195 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$86.1 Million3.96% of portfolio