Vision Point Advisory Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Vision Point Advisory Group, LLC
- $485 Million
- Q4 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 20,088 shares of SCHE stock, worth $679,175. This represents 0.14% of its overall portfolio holdings.
Number of Shares
20,088
Previous 18,299
9.78%
Holding current value
$679,175
Previous $610,000
11.31%
% of portfolio
0.14%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
896Shares Held
156MCall 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