Navigation Wealth Management, Inc. Schwab Strategic Tr Us Emergin Transaction History
Navigation Wealth Management, Inc.
- $63.4 Million
- Q3 2025
A detailed history of Navigation Wealth Management, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Navigation Wealth Management, Inc. holds 28,360 shares of SCHE stock, worth $958,851. This represents 1.49% of its overall portfolio holdings.
Number of Shares
28,360
Previous 21,904
29.47%
Holding current value
$958,851
Previous $660,000
43.33%
% of portfolio
1.49%
Previous 1.01%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
894Shares Held
156MCall Options Held
18.3KPut Options Held
0-
Creative Planning Overland Park, KS19.1MShares$647 Million0.49% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA16.7MShares$565 Million1.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.4MShares$353 Million0.41% of portfolio
-
Us Bancorp \De\6.51MShares$220 Million0.26% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.71MShares$125 Million4.27% of portfolio