Vsm Wealth Advisory, LLC Schwab Strategic Tr Us Emergin Transaction History
Vsm Wealth Advisory, LLC
- $278 Billion
- Q1 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 9,968 shares of SCHE stock, worth $285,284. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,968
Previous 10,564
5.64%
Holding current value
$285,284
Previous $281 Million
2.31%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
847Shares Held
150MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$575 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$520 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$282 Million0.38% of portfolio
-
Us Bancorp \De\3.65MShares$105 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$103 Million4.22% of portfolio