Capital Directions Investment Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 86 shares of SCHE stock, worth $2,340. This represents 0.0% of its overall portfolio holdings.
Number of Shares
86
Previous 0
Infinity%
Holding current value
$2,340
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SCHE
# of Institutions
768Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.7 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$602 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$533 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$198 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$87.3 Million3.96% of portfolio