Values Added Financial LLC Schwab Strategic Tr Us Emergin Transaction History
Values Added Financial LLC
- $159 Billion
- Q3 2024
A detailed history of Values Added Financial LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Values Added Financial LLC holds 14,534 shares of SCHE stock, worth $411,893. This represents 0.27% of its overall portfolio holdings.
Number of Shares
14,534
Previous 15,618
6.94%
Holding current value
$411,893
Previous $415 Million
2.24%
% of portfolio
0.27%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
239MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.81 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$602 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$555 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$206 Million0.3% of portfolio
-
Us Bancorp \De\3.81MShares$108 Million0.14% of portfolio