Jdm Financial Group LLC Schwab Strategic Tr Us Emergin Transaction History
Jdm Financial Group LLC
- $192 Billion
- Q4 2024
A detailed history of Jdm Financial Group LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Jdm Financial Group LLC holds 2,029 shares of SCHE stock, worth $55,959. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,029
Previous 2,258
10.14%
Holding current value
$55,959
Previous $65.9 Million
17.99%
% of portfolio
0.03%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$564 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$516 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$95.9 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$65.5 Million0.14% of portfolio