Bwm Planning, LLC Schwab Strategic Tr Us Emergin Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 2024
A detailed history of Bwm Planning, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Bwm Planning, LLC holds 17,828 shares of SCHE stock, worth $483,317. This represents 0.21% of its overall portfolio holdings.
Number of Shares
17,828
Previous 17,828
-0.0%
Holding current value
$483,317
Previous $520 Million
8.74%
% of portfolio
0.21%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
789Shares Held
139MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$575 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$521 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$212 Million0.33% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.1 Million4.21% of portfolio
-
Envestnet Asset Management Inc2.43MShares$66 Million0.02% of portfolio