Boltwood Capital Management Schwab Strategic Tr Us Emergin Transaction History
Boltwood Capital Management
- $319 Million
- Q2 2024
A detailed history of Boltwood Capital Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Boltwood Capital Management holds 248,529 shares of SCHE stock, worth $6.67 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
248,529
Previous 255,775
2.83%
Holding current value
$6.67 Million
Previous $6.46 Million
2.2%
% of portfolio
2.07%
Previous 2.01%
Shares
28 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