Clearview Wealth Advisors LLC Schwab Strategic Tr Us Emergin Transaction History
Clearview Wealth Advisors LLC
- $139 Million
- Q2 2025
A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 20,325 shares of SCHE stock, worth $627,026. This represents 0.44% of its overall portfolio holdings.
Number of Shares
20,325
Previous 20,569
1.19%
Holding current value
$627,026
Previous $567,000
7.94%
% of portfolio
0.44%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
851Shares Held
149MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$619 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$560 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$304 Million0.38% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$111 Million4.22% of portfolio
-
Us Bancorp \De\3.45MShares$106 Million0.13% of portfolio