Sage View Advisory Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 2,843,492 shares of SCHE stock, worth $77.1 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
2,843,492
Previous 3,209,191
11.4%
Holding current value
$77.1 Million
Previous $85.2 Billion
2.66%
% of portfolio
4.21%
Previous 3.96%
Shares
7 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$576 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$521 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$212 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Envestnet Asset Management Inc2.43MShares$66 Million0.02% of portfolio