Sage View Advisory Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
A detailed history of Sage View Advisory Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 3,586,105 shares of SCHE stock, worth $111 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
3,586,105
Previous 3,477,774
3.11%
Holding current value
$111 Million
Previous $92.6 Billion
6.75%
% of portfolio
4.22%
Previous 3.99%
Shares
9 transactions
Others Institutions Holding SCHE
# of Institutions
856Shares Held
150MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$622 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$562 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$305 Million0.38% of portfolio
-
Us Bancorp \De\3.65MShares$113 Million0.14% of portfolio
-
Envestnet Asset Management Inc2.28MShares$70.6 Million0.02% of portfolio