Capital Analysts, LLC Schwab Strategic Tr Us Emergin Transaction History
Capital Analysts, LLC
- $2.49 Billion
- Q4 2024
A detailed history of Capital Analysts, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Capital Analysts, LLC holds 4,814 shares of SCHE stock, worth $135,032. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,814
Previous 2,455
96.09%
Holding current value
$135,032
Previous $72,000
77.78%
% of portfolio
0.01%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
831Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$573 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$524 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$235 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.6 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.34MShares$65.7 Million0.13% of portfolio