Advisor Os, LLC Schwab Strategic Tr Us Emergin Transaction History

Advisor Os, LLC

$970 Million
Q2 2025

A detailed history of Advisor Os, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Advisor Os, LLC holds 10,011 shares of SCHE stock, worth $337,871. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,011

Holding current value

$337,871

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$24.38 - $30.18 $244,068 - $302,131	10,011 New	10,011 $301,000

Others Institutions Holding SCHE

# of Institutions

865

Shares Held

151M

Call Options Held

27.8K

Put Options Held

Creative Planning Overland Park, KS

19.5M
Shares

$659 Million
0.51% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

17.6M
Shares

$594 Million
1.06% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$342 Million
0.4% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.76M
Shares

$127 Million
4.39% of portfolio
Northwestern Mutual Wealth Management CO

3.69M
Shares

$125 Million
0.08% of portfolio

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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