Orgel Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
A detailed history of Orgel Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,706,521 shares of SCHE stock, worth $46.3 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
1,706,521
Previous 1,631,129
4.62%
Holding current value
$46.3 Million
Previous $43.3 Million
14.94%
% of portfolio
1.29%
Previous 1.21%
Shares
31 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$576 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$521 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$212 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.1 Million4.21% of portfolio