Strategic Financial Concepts, LLC Schwab Strategic Tr Us Emergin Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 363,883 shares of SCHE stock, worth $9.62 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
363,883
Previous 10,907
3236.23%
Holding current value
$9.62 Million
Previous $275 Million
94.98%
% of portfolio
0.01%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.62 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$585 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$518 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$192 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$84.8 Million3.96% of portfolio