Values Added Financial LLC Schwab Strategic Tr Us Emergin Transaction History
Values Added Financial LLC
- $139 Billion
- Q2 2024
A detailed history of Values Added Financial LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Values Added Financial LLC holds 15,618 shares of SCHE stock, worth $467,602. This represents 0.3% of its overall portfolio holdings.
Number of Shares
15,618
Previous 15,808
1.2%
Holding current value
$467,602
Previous $399 Million
3.92%
% of portfolio
0.3%
Previous 0.31%
Shares
4 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