Waypoint Capital Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 34,141 shares of SCHE stock, worth $927,610. This represents 0.24% of its overall portfolio holdings.
Number of Shares
34,141
Previous 34,887
2.14%
Holding current value
$927,610
Previous $926,000
7.56%
% of portfolio
0.24%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$555 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$508 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$227 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$94.5 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$64.5 Million0.14% of portfolio