Elser Financial Planning, Inc Schwab Strategic Tr Us Emergin Transaction History
Elser Financial Planning, Inc
- $68.9 Billion
- Q3 2024
A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Elser Financial Planning, Inc holds 30,824 shares of SCHE stock, worth $881,566. This represents 1.3% of its overall portfolio holdings.
Number of Shares
30,824
Previous 29,102
5.92%
Holding current value
$881,566
Previous $773 Million
16.37%
% of portfolio
1.3%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
239MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.84 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$607 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$560 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$208 Million0.3% of portfolio
-
Us Bancorp \De\3.81MShares$109 Million0.14% of portfolio