Castleview Partners, LLC Schwab Strategic Tr Us Emergin Transaction History
Castleview Partners, LLC
- $145 Million
- Q4 2025
A detailed history of Castleview Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Castleview Partners, LLC holds 8,004 shares of SCHE stock, worth $270,615. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,004
Previous 7,802
2.59%
Holding current value
$270,615
Previous $260,000
3.85%
% of portfolio
0.19%
Previous 0.21%
Shares
13 transactions
Others Institutions Holding SCHE
# of Institutions
896Shares Held
156MCall Options Held
18.3KPut Options Held
0-
Creative Planning Overland Park, KS19.1MShares$647 Million0.49% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA16.7MShares$565 Million1.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.4MShares$353 Million0.41% of portfolio
-
Us Bancorp \De\6.51MShares$220 Million0.26% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.71MShares$125 Million4.27% of portfolio