Jfs Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 176,311 shares of SCHE stock, worth $4.81 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
176,311
Previous 185,045
4.72%
Holding current value
$4.81 Million
Previous $5.4 Million
13.04%
% of portfolio
0.32%
Previous 0.36%
Shares
30 transactions
Others Institutions Holding SCHE
# of Institutions
802Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$579 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$524 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$228 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.5 Million4.21% of portfolio
-
Envestnet Asset Management Inc2.43MShares$66.3 Million0.02% of portfolio