Watershed Private Wealth LLC Schwab Strategic Tr Us Emergin Transaction History
Watershed Private Wealth LLC
- $250 Billion
- Q1 2025
A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Watershed Private Wealth LLC holds 34,014 shares of SCHE stock, worth $915,656. This represents 0.37% of its overall portfolio holdings.
Number of Shares
34,014
Previous 35,009
2.84%
Holding current value
$915,656
Previous $932 Million
0.59%
% of portfolio
0.37%
Previous 0.36%
Shares
9 transactions
Others Institutions Holding SCHE
# of Institutions
838Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$550 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$503 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$225 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$93.6 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$62.8 Million0.02% of portfolio