Planned Solutions, Inc. Schwab Strategic Tr Us Emergin Transaction History
Planned Solutions, Inc.
- $260 Million
- Q3 2025
A detailed history of Planned Solutions, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Planned Solutions, Inc. holds 11,351 shares of SCHE stock, worth $383,777. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,351
Previous 11,760
3.48%
Holding current value
$383,777
Previous $354,000
6.78%
% of portfolio
0.15%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding SCHE
# of Institutions
893Shares 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