Wfa Of San Diego, LLC Schwab Strategic Tr Us Emergin Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
A detailed history of Wfa Of San Diego, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 7,619 shares of SCHE stock, worth $210,360. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,619
Previous 7,619
-0.0%
Holding current value
$210,360
Previous $202,000
9.9%
% of portfolio
0.19%
Previous 0.18%
Shares
14 transactions
Others Institutions Holding SCHE
# of Institutions
831Shares Held
143MCall 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
-
Wealth Enhancement Advisory Services, LLC2.34MShares$64.7 Million0.13% of portfolio