Brightwater Advisory LLC Schwab Strategic Tr Us Emergin Transaction History
Brightwater Advisory LLC
- $128 Billion
- Q4 2024
A detailed history of Brightwater Advisory LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Brightwater Advisory LLC holds 162,458 shares of SCHE stock, worth $4.58 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
162,458
Previous 171,156
5.08%
Holding current value
$4.58 Million
Previous $4.99 Billion
13.38%
% of portfolio
3.39%
Previous 3.68%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
827Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$576 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$527 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$236 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$98 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$67 Million0.14% of portfolio