Elser Financial Planning, Inc Schwab Strategic Tr Us Emergin Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q4 2024
A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Elser Financial Planning, Inc holds 29,419 shares of SCHE stock, worth $824,908. This represents 0.05% of its overall portfolio holdings.
Number of Shares
29,419
Previous 30,824
4.56%
Holding current value
$824,908
Previous $899 Million
12.9%
% of portfolio
0.05%
Previous 1.3%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares 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$97.5 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.6 Million0.14% of portfolio