James Investment Research Inc Schwab Strategic Tr Us Emergin Transaction History
James Investment Research Inc
- $819 Million
- Q4 2024
A detailed history of James Investment Research Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, James Investment Research Inc holds 11,874 shares of SCHE stock, worth $322,616. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,874
Previous 13,038
8.93%
Holding current value
$322,616
Previous $380,000
16.84%
% of portfolio
0.04%
Previous 0.04%
Shares
19 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$555 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$508 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$227 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$94.5 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$64.5 Million0.14% of portfolio