Goldstone Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Goldstone Financial Group, LLC
- $661 Billion
- Q1 2025
A detailed history of Goldstone Financial Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 38,867 shares of SCHE stock, worth $1.03 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
38,867
Previous 23,463
65.65%
Holding current value
$1.03 Million
Previous $625 Million
71.5%
% of portfolio
0.16%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
834Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$542 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$496 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$222 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$92.3 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$61.9 Million0.02% of portfolio