United Capital Financial Advisers, LLC Schwab Strategic Tr Us Emergin Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 127,398 shares of SCHE stock, worth $3.46 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
127,398
Previous 136,789
6.87%
Holding current value
$3.46 Million
Previous $3.63 Million
2.31%
% of portfolio
0.02%
Previous 0.03%
Shares
31 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$576 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$521 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$212 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.1 Million4.21% of portfolio