O'Shaughnessy Asset Management, LLC Schwab Strategic Tr Us Emergin Transaction History
O'Shaughnessy Asset Management, LLC
- $11.5 Billion
- Q4 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 8,185 shares of SCHE stock, worth $220,340. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,185
Previous 7,947
2.99%
Holding current value
$220,340
Previous $231,000
6.06%
% of portfolio
0.0%
Previous 0.0%
Shares
17 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