Roundview Capital LLC Schwab Strategic Tr Us Emergin Transaction History
Roundview Capital LLC
- $1.54 Billion
- Q3 2025
A detailed history of Roundview Capital LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Roundview Capital LLC holds 36,124 shares of SCHE stock, worth $1.22 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
36,124
Previous 35,526
1.68%
Holding current value
$1.22 Million
Previous $1.07 Million
12.62%
% of portfolio
0.08%
Previous 0.07%
Shares
34 transactions
Others Institutions Holding SCHE
# of Institutions
891Shares Held
157MCall 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