Badgley Phelps Wealth Managers, LLC Schwab Strategic Tr Us Emergin Transaction History
Badgley Phelps Wealth Managers, LLC
- $4 Billion
- Q2 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 99,253 shares of SCHE stock, worth $2.93 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
99,253
Previous 102,884
3.53%
Holding current value
$2.93 Million
Previous $2.6 Million
1.5%
% of portfolio
0.07%
Previous 0.07%
Shares
11 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