Adamsbrown Wealth Consultants LLC Schwab Strategic Tr Us Emergin Transaction History
Adamsbrown Wealth Consultants LLC
- $329 Million
- Q2 2025
A detailed history of Adamsbrown Wealth Consultants LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 409,084 shares of SCHE stock, worth $13.9 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
409,084
Previous 429,011
4.64%
Holding current value
$13.9 Million
Previous $11.8 Million
4.09%
% of portfolio
3.75%
Previous 3.89%
Shares
12 transactions
Others Institutions Holding SCHE
# of Institutions
866Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$662 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$597 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$344 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$128 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$125 Million0.08% of portfolio