Blue Chip Partners, Inc. Schwab Strategic Tr Us Emergin Transaction History
Blue Chip Partners, Inc.
- $1.03 Billion
- Q1 2024
A detailed history of Blue Chip Partners, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Blue Chip Partners, Inc. holds 5,431 shares of SCHE stock, worth $144,953. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,431
Previous 7,299
25.59%
Holding current value
$144,953
Previous $180,000
23.89%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
764Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.28 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$623 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$532 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$325 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$156 Million0.24% of portfolio