Paragon Private Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Paragon Private Wealth Management, LLC
- $283 Million
- Q3 2025
A detailed history of Paragon Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 13,673 shares of SCHE stock, worth $462,284. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,673
Previous 11,806
15.81%
Holding current value
$462,284
Previous $355,000
28.45%
% of portfolio
0.16%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
896Shares 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