Up Strategic Wealth Investment Advisors LLC Schwab Strategic Tr Us Emergin Transaction History
Up Strategic Wealth Investment Advisors LLC
- $112 Billion
- Q1 2025
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 68,963 shares of SCHE stock, worth $2.01 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
68,963Holding current value
$2.01 Million% of portfolio
1.69%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
847Shares Held
150MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$585 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$529 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$287 Million0.38% of portfolio
-
Us Bancorp \De\3.65MShares$107 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$105 Million4.22% of portfolio