Wiser Advisor Group LLC Schwab Strategic Tr Us Emergin Transaction History
Wiser Advisor Group LLC
- $63.8 Billion
- Q1 2024
A detailed history of Wiser Advisor Group LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Wiser Advisor Group LLC holds 101 shares of SCHE stock, worth $2,676. This represents 0.0% of its overall portfolio holdings.
Number of Shares
101
Previous 102
0.98%
Holding current value
$2,676
Previous $2.53 Million
1.86%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
765Shares Held
236MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.26 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$619 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$528 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$323 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$155 Million0.24% of portfolio