Adamsbrown Wealth Consultants LLC Schwab Strategic Tr Us Emergin Transaction History
Adamsbrown Wealth Consultants LLC
- $292 Million
- Q4 2024
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 375,430 shares of SCHE stock, worth $10.5 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
375,430
Previous 357,859
4.91%
Holding current value
$10.5 Million
Previous $10.4 Million
4.26%
% of portfolio
3.42%
Previous 3.63%
Shares
10 transactions
Others Institutions Holding SCHE
# of Institutions
831Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$573 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$524 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$235 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.6 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.34MShares$65.7 Million0.13% of portfolio