Pds Planning, Inc Schwab Strategic Tr Us Emergin Transaction History

Pds Planning, Inc

$1.1 Billion
Q3 2024

A detailed history of Pds Planning, Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Pds Planning, Inc holds 6,669 shares of SCHE stock, worth $180,863. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,669

Holding current value

$180,863

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	BUY	$25.45 - $29.53 $169,726 - $196,935	6,669 New	6,669 $194,000

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$576 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$521 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$212 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$103 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$77.1 Million
4.21% of portfolio

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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