Rockbridge Investment Management, Lcc Schwab Strategic Tr Us Emergin Transaction History
Rockbridge Investment Management, Lcc
- $1.01 Trillion
- Q3 2025
A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 174,132 shares of SCHE stock, worth $5.89 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
174,132
Previous 178,588
2.5%
Holding current value
$5.89 Million
Previous $5.38 Billion
7.95%
% of portfolio
0.57%
Previous 0.58%
Shares
22 transactions
Others Institutions Holding SCHE
# of Institutions
892Shares Held
157MCall Options Held
18.3KPut Options Held
0-
Creative Planning Overland Park, KS19.1MShares$647 Million0.49% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA16.7MShares$565 Million1.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.4MShares$353 Million0.41% of portfolio
-
Us Bancorp \De\6.51MShares$220 Million0.26% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.71MShares$125 Million4.27% of portfolio