Rebalance, LLC Schwab Strategic Tr Us Emergin Transaction History
Rebalance, LLC
- $1.36 Trillion
- Q3 2024
A detailed history of Rebalance, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Rebalance, LLC holds 2,055,415 shares of SCHE stock, worth $59.5 Million. This represents 4.39% of its overall portfolio holdings.
Number of Shares
2,055,415
Previous 1,953,452
5.22%
Holding current value
$59.5 Million
Previous $51.9 Billion
15.6%
% of portfolio
4.39%
Previous 4.17%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio