Bwm Planning, LLC Schwab Strategic Tr Us Emergin Transaction History

Bwm Planning, LLC

$225 Billion
Q3 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 $479,929. This represents 0.23% of its overall portfolio holdings.

Number of Shares

17,828

Holding current value

$479,929

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$25.45 - $29.53 $453,722 - $526,460	17,828 New	17,828 $520 Million

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$571 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$517 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$210 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$103 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$76.5 Million
4.21% of portfolio

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
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