Wedmont Private Capital Schwab Strategic Tr Us Emergin Transaction History
Wedmont Private Capital
- $1.99 Billion
- Q1 2025
A detailed history of Wedmont Private Capital transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Wedmont Private Capital holds 277,518 shares of SCHE stock, worth $7.66 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
277,518
Previous 270,302
2.67%
Holding current value
$7.66 Million
Previous $7.2 Million
6.45%
% of portfolio
0.38%
Previous 0.38%
Shares
13 transactions
Others Institutions Holding SCHE
# of Institutions
834Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$564 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$516 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$64.4 Million0.02% of portfolio