Abound Wealth Management Schwab Strategic Tr Us Emergin Transaction History
Abound Wealth Management
- $300 Billion
- Q1 2025
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Abound Wealth Management holds 18,327 shares of SCHE stock, worth $506,008. This represents 0.17% of its overall portfolio holdings.
Number of Shares
18,327
Previous 19,016
3.62%
Holding current value
$506,008
Previous $506 Million
0.22%
% of portfolio
0.17%
Previous 0.16%
Shares
14 transactions
Others Institutions Holding SCHE
# of Institutions
834Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$564 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$516 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$64.4 Million0.02% of portfolio