Blue Barn Wealth, LLC Schwab Strategic Tr Us Emergin Transaction History
Blue Barn Wealth, LLC
- $169 Million
- Q2 2024
A detailed history of Blue Barn Wealth, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Blue Barn Wealth, LLC holds 19,251 shares of SCHE stock, worth $576,374. This represents 0.3% of its overall portfolio holdings.
Number of Shares
19,251
Previous 19,452
1.03%
Holding current value
$576,374
Previous $491,000
4.07%
% of portfolio
0.3%
Previous 0.29%
Shares
13 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.97 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$663 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$586 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$217 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$96.1 Million3.96% of portfolio