Cascade Financial Partners, LLC Schwab Strategic Tr Us Emergin Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 2024
A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 124,804 shares of SCHE stock, worth $3.74 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
124,804
Previous 124,874
0.06%
Holding current value
$3.74 Million
Previous $3.14 Billion
5.63%
% of portfolio
0.44%
Previous 0.45%
Shares
2 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