Assetmark, Inc Schwab Strategic Tr Us Emergin Transaction History
Assetmark, Inc
- $32.1 Billion
- Q2 2024
A detailed history of Assetmark, Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Assetmark, Inc holds 212 shares of SCHE stock, worth $6,251. This represents 0.0% of its overall portfolio holdings.
Number of Shares
212
Previous 277
23.47%
Holding current value
$6,251
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.93 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$653 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$578 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$214 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$94.6 Million3.96% of portfolio