Apriem Advisors Schwab Strategic Tr Us Emergin Transaction History
Apriem Advisors
- $855 Million
- Q4 2024
A detailed history of Apriem Advisors transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Apriem Advisors holds 312,635 shares of SCHE stock, worth $8.49 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
312,635
Previous 319,049
2.01%
Holding current value
$8.49 Million
Previous $9.31 Million
10.57%
% of portfolio
0.97%
Previous 1.1%
Shares
30 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$555 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$508 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$227 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$94.5 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$64.5 Million0.14% of portfolio