Capital Planning LLC Schwab Strategic Tr Us Emergin Transaction History
Capital Planning LLC
- $343 Million
- Q3 2024
A detailed history of Capital Planning LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Capital Planning LLC holds 21,257 shares of SCHE stock, worth $615,177. This represents 0.18% of its overall portfolio holdings.
Number of Shares
21,257
Previous 8,486
150.49%
Holding current value
$615,177
Previous $225,000
175.56%
% of portfolio
0.18%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio