Le Jeune Puetz Investment Counsel LLC Schwab Strategic Tr Us Emergin Transaction History
Le Jeune Puetz Investment Counsel LLC
- $272 Million
- Q1 2023
A detailed history of Le Jeune Puetz Investment Counsel LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Le Jeune Puetz Investment Counsel LLC holds 165,849 shares of SCHE stock, worth $4.46 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
165,849
Previous 161,090
2.95%
Holding current value
$4.46 Million
Previous $3.81 Million
6.64%
% of portfolio
1.5%
Previous 1.46%
Shares
23 transactions
Others Institutions Holding SCHE
# of Institutions
837Shares 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