Rockbridge Investment Management, Lcc Schwab Strategic Tr Us Emergin Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 225,957 shares of SCHE stock, worth $6.77 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
225,957
Previous 228,487
1.11%
Holding current value
$6.77 Million
Previous $5.77 Billion
4.02%
% of portfolio
0.85%
Previous 0.85%
Shares
17 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.97 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$663 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$586 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$217 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$96.1 Million3.96% of portfolio