Glassman Wealth Services Schwab Strategic Tr Us Emergin Transaction History
Glassman Wealth Services
- $593 Million
- Q4 2024
A detailed history of Glassman Wealth Services transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Glassman Wealth Services holds 2,793 shares of SCHE stock, worth $77,058. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,793
Previous 2,745
1.75%
Holding current value
$77,058
Previous $80,000
7.5%
% of portfolio
0.01%
Previous 0.01%
Shares
17 transactions
Others Institutions Holding SCHE
# of Institutions
809Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$586 Million0.62% 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, CA2.84MShares$78.5 Million4.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$65.5 Million0.14% of portfolio