Adamsbrown Wealth Consultants LLC Schwab Strategic Tr Us Emergin Transaction History
Adamsbrown Wealth Consultants LLC
- $305 Million
- Q1 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 429,011 shares of SCHE stock, worth $12.5 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
429,011
Previous 375,430
14.27%
Holding current value
$12.5 Million
Previous $10 Million
18.48%
% of portfolio
3.89%
Previous 3.42%
Shares
11 transactions
Others Institutions Holding SCHE
# of Institutions
848Shares Held
150MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$583 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$527 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$286 Million0.38% of portfolio
-
Us Bancorp \De\3.65MShares$106 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$104 Million4.22% of portfolio