Adamsbrown Wealth Consultants LLC Schwab Strategic Tr Us Emergin Transaction History
Adamsbrown Wealth Consultants LLC
- $305 Million
- Q1 2025
A detailed history of Adamsbrown Wealth Consultants LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 429,011 shares of SCHE stock, worth $11.4 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
429,011
Previous 375,430
14.27%
Holding current value
$11.4 Million
Previous $10 Million
18.48%
% of portfolio
3.89%
Previous 3.42%
Shares
11 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