Avion Wealth Schwab Strategic Tr Us Emergin Transaction History
Avion Wealth
- $389 Million
- Q4 2024
A detailed history of Avion Wealth transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Avion Wealth holds 1,182 shares of SCHE stock, worth $33,048. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,182
Previous 1,201
1.58%
Holding current value
$33,048
Previous $35,000
11.43%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
831Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$571 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$523 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$234 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.2 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.34MShares$65.5 Million0.13% of portfolio