Elser Financial Planning, Inc Schwab Strategic Tr Us Emergin Transaction History
Elser Financial Planning, Inc
- $72.2 Billion
- Q1 2025
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 28,920 shares of SCHE stock, worth $778,526. This represents 1.1% of its overall portfolio holdings.
Number of Shares
28,920
Previous 29,419
1.7%
Holding current value
$778,526
Previous $783 Million
1.77%
% of portfolio
1.1%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
838Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$550 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$503 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$225 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$93.6 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$62.8 Million0.02% of portfolio