Diversified, LLC Schwab Strategic Tr Us Emergin Transaction History
Diversified, LLC
- $861 Million
- Q3 2024
A detailed history of Diversified, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Diversified, LLC holds 64,996 shares of SCHE stock, worth $1.81 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
64,996
Previous 58,523
11.06%
Holding current value
$1.81 Million
Previous $1.55 Million
22.01%
% of portfolio
0.22%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
824Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$570 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$522 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$233 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.3 Million0.14% of portfolio