Calton & Associates, Inc. Schwab Strategic Tr Us Emergin Transaction History
Calton & Associates, Inc.
- $542 Million
- Q2 2025
A detailed history of Calton & Associates, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Calton & Associates, Inc. holds 19,939 shares of SCHE stock, worth $669,950. This represents 0.11% of its overall portfolio holdings.
Number of Shares
19,939
Previous 20,004
0.32%
Holding current value
$669,950
Previous $551,000
8.89%
% of portfolio
0.11%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
872Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$656 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio