Delta Asset Management LLC Schwab Strategic Tr Us Emergin Transaction History
Delta Asset Management LLC
- $1.11 Billion
- Q4 2024
A detailed history of Delta Asset Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Delta Asset Management LLC holds 111 shares of SCHE stock, worth $3,064. This represents 0.0% of its overall portfolio holdings.
Number of Shares
111
Previous 111
-0.0%
Holding current value
$3,064
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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