Blue Sky Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Blue Sky Wealth Advisors, LLC
- $639 Million
- Q4 2024
A detailed history of Blue Sky Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 1,122,528 shares of SCHE stock, worth $31 Million. This represents 4.67% of its overall portfolio holdings.
Number of Shares
1,122,528
Previous 1,130,665
0.72%
Holding current value
$31 Million
Previous $33 Million
9.4%
% of portfolio
4.67%
Previous 5.14%
Shares
30 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