Carolina Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Carolina Wealth Advisors, LLC
- $179 Million
- Q4 2024
A detailed history of Carolina Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 36,535 shares of SCHE stock, worth $969,638. This represents 0.54% of its overall portfolio holdings.
Number of Shares
36,535
Previous 40,034
8.74%
Holding current value
$969,638
Previous $1.17 Million
16.78%
% of portfolio
0.54%
Previous 0.62%
Shares
21 transactions
Others Institutions Holding SCHE
# of Institutions
834Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$542 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$496 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$222 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$92.3 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$61.9 Million0.02% of portfolio