Dbk Financial Counsel, LLC Schwab Strategic Tr Us Emergin Transaction History
Dbk Financial Counsel, LLC
- $97.6 Million
- Q1 2025
A detailed history of Dbk Financial Counsel, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Dbk Financial Counsel, LLC holds 8,240 shares of SCHE stock, worth $227,506. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,240
Previous 21,740
62.1%
Holding current value
$227,506
Previous $578,000
60.73%
% of portfolio
0.23%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
834Shares Held
144MCall 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
-
Envestnet Asset Management Inc2.33MShares$64.4 Million0.02% of portfolio