Diversified Trust CO Schwab Strategic Tr Us Emergin Transaction History
Diversified Trust CO
- $3.93 Billion
- Q3 2025
A detailed history of Diversified Trust CO transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Diversified Trust CO holds 67,515 shares of SCHE stock, worth $2.28 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
67,515
Previous 29,635
127.82%
Holding current value
$2.28 Million
Previous $893,000
152.18%
% of portfolio
0.06%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
893Shares 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