Bishop & CO Investment Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Bishop & CO Investment Management, LLC
- $165 Million
- Q2 2024
A detailed history of Bishop & CO Investment Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Bishop & CO Investment Management, LLC holds 158,752 shares of SCHE stock, worth $4.26 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
158,752
Previous 153,893
3.16%
Holding current value
$4.26 Million
Previous $3.89 Million
8.52%
% of portfolio
2.56%
Previous 1.61%
Shares
27 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.66 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$594 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$525 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$195 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$86.1 Million3.96% of portfolio