Sequoia Financial Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Sequoia Financial Advisors, LLC
- $11.5 Billion
- Q4 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 183,965 shares of SCHE stock, worth $5.04 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
183,965
Previous 185,683
0.93%
Holding current value
$5.04 Million
Previous $5.42 Million
9.6%
% of portfolio
0.04%
Previous 0.06%
Shares
33 transactions
Others Institutions Holding SCHE
# of Institutions
802Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$581 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$512 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$229 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.9 Million4.21% of portfolio
-
Envestnet Asset Management Inc2.43MShares$66.6 Million0.02% of portfolio