Whipplewood Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Whipplewood Advisors, LLC
- $152 Billion
- Q3 2025
A detailed history of Whipplewood Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 482 shares of SCHE stock, worth $16,296. This represents 0.01% of its overall portfolio holdings.
Number of Shares
482
Previous 927
48.0%
Holding current value
$16,296
Previous $27.9 Million
42.43%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
893Shares 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