Boltwood Capital Management Schwab Strategic Tr Us Emergin Transaction History
Boltwood Capital Management
- $326 Million
- Q1 2025
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 239,959 shares of SCHE stock, worth $6.99 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
239,959
Previous 238,329
0.68%
Holding current value
$6.99 Million
Previous $6.35 Million
4.4%
% of portfolio
2.03%
Previous 1.94%
Shares
31 transactions
Others Institutions Holding SCHE
# of Institutions
847Shares Held
150MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$585 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$529 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$287 Million0.38% of portfolio
-
Us Bancorp \De\3.65MShares$107 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$105 Million4.22% of portfolio