Financial Advisory Group Schwab Strategic Tr Us Emergin Transaction History
Financial Advisory Group
- $552 Million
- Q1 2024
A detailed history of Financial Advisory Group transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Financial Advisory Group holds 73,649 shares of SCHE stock, worth $2.03 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
73,649
Previous 93,785
21.47%
Holding current value
$2.03 Million
Previous $2.32 Million
20.01%
% of portfolio
0.34%
Previous 0.45%
Shares
21 transactions
Others Institutions Holding SCHE
# of Institutions
834Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$564 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$516 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$64.4 Million0.02% of portfolio