Zhang Financial LLC Schwab Strategic Tr Us Emergin Transaction History
Zhang Financial LLC
- $1.87 Billion
- Q1 2025
A detailed history of Zhang Financial LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Zhang Financial LLC holds 9,379 shares of SCHE stock, worth $248,918. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,379
Previous 9,379
-0.0%
Holding current value
$248,918
Previous $249,000
3.61%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding SCHE
# of Institutions
834Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$542 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$496 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$222 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$92.3 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$61.9 Million0.02% of portfolio