Cascade Financial Partners, LLC Schwab Strategic Tr Us Emergin Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 124,957 shares of SCHE stock, worth $3.45 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
124,957
Previous 124,805
0.12%
Holding current value
$3.45 Million
Previous $3.61 Billion
7.87%
% of portfolio
0.43%
Previous 0.45%
Shares
4 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