Naples Global Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Naples Global Advisors, LLC
- $1.24 Billion
- Q3 2025
A detailed history of Naples Global Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Naples Global Advisors, LLC holds 453,130 shares of SCHE stock, worth $15.3 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
453,130
Previous 437,596
3.55%
Holding current value
$15.3 Million
Previous $13.2 Million
14.64%
% of portfolio
1.22%
Previous 1.17%
Shares
33 transactions
Others Institutions Holding SCHE
# of Institutions
896Shares Held
156MCall Options Held
18.3KPut Options Held
0-
Creative Planning Overland Park, KS19.1MShares$647 Million0.49% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA16.7MShares$565 Million1.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.4MShares$353 Million0.41% of portfolio
-
Us Bancorp \De\6.51MShares$220 Million0.26% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.71MShares$125 Million4.27% of portfolio