Kathleen S. Wright Associates Inc. Schwab Strategic Tr Us Emergin Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 140 shares of SCHE stock, worth $3,768. This represents 0.0% of its overall portfolio holdings.
Number of Shares
140
Previous 140
-0.0%
Holding current value
$3,768
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
837Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$550 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$503 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$225 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$93.6 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$62.8 Million0.02% of portfolio