Rkl Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History
Rkl Wealth Management LLC
- $1.12 Billion
- Q4 2024
A detailed history of Rkl Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Rkl Wealth Management LLC holds 290,237 shares of SCHE stock, worth $7.95 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
290,237
Previous 321,785
9.8%
Holding current value
$7.95 Million
Previous $9.39 Million
17.68%
% of portfolio
0.69%
Previous 0.85%
Shares
31 transactions
Others Institutions Holding SCHE
# of Institutions
802Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$581 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$512 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$229 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.9 Million4.21% of portfolio
-
Envestnet Asset Management Inc2.43MShares$66.6 Million0.02% of portfolio