Diversified Portfolios, Inc. Schwab Strategic Tr Us Emergin Transaction History
Diversified Portfolios, Inc.
- $844 Million
- Q4 2024
A detailed history of Diversified Portfolios, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 19,018 shares of SCHE stock, worth $533,454. This represents 0.06% of its overall portfolio holdings.
Number of Shares
19,018
Previous 16,316
16.56%
Holding current value
$533,454
Previous $476,000
6.3%
% of portfolio
0.06%
Previous 0.06%
Shares
18 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$573 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$524 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$235 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.6 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.34MShares$65.7 Million0.13% of portfolio