Cascade Financial Partners, LLC Schwab Strategic Tr Us Emergin Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 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 124,805 shares of SCHE stock, worth $3.44 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
124,805
Previous 124,804
-0.0%
Holding current value
$3.44 Million
Previous $3.31 Billion
8.96%
% of portfolio
0.45%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
779Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$584 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$529 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$215 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$105 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$78.3 Million4.21% of portfolio