Heartwood Wealth Advisors LLC Schwab Strategic Tr Us Emergin Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 1,514,620 shares of SCHE stock, worth $39.3 Million. This represents 4.59% of its overall portfolio holdings.
Number of Shares
1,514,620
Previous 1,501,304
0.89%
Holding current value
$39.3 Million
Previous $43.8 Million
7.93%
% of portfolio
4.59%
Previous 4.9%
Shares
21 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$551 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$498 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$203 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$98.9 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$73.8 Million4.21% of portfolio