Towercrest Capital Management Schwab Strategic Tr Us Emergin Transaction History
Towercrest Capital Management
- $629 Million
- Q4 2024
A detailed history of Towercrest Capital Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Towercrest Capital Management holds 501,415 shares of SCHE stock, worth $13.7 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
501,415
Previous 494,504
1.4%
Holding current value
$13.7 Million
Previous $14.4 Million
7.46%
% of portfolio
2.12%
Previous 2.29%
Shares
27 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