Schwallier Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History
Schwallier Wealth Management LLC
- $123 Billion
- Q2 2024
A detailed history of Schwallier Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 29,776 shares of SCHE stock, worth $847,127. This represents 0.64% of its overall portfolio holdings.
Number of Shares
29,776
Previous 26,339
13.05%
Holding current value
$847,127
Previous $665 Million
18.92%
% of portfolio
0.64%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
239MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.82 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$604 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$557 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$207 Million0.3% of portfolio
-
Us Bancorp \De\3.81MShares$108 Million0.14% of portfolio