Clearview Wealth Advisors LLC Schwab Strategic Tr Us Emergin Transaction History
Clearview Wealth Advisors LLC
- $130 Million
- Q4 2024
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 19,911 shares of SCHE stock, worth $558,503. This represents 0.41% of its overall portfolio holdings.
Number of Shares
19,911
Previous 19,477
2.23%
Holding current value
$558,503
Previous $568,000
6.69%
% of portfolio
0.41%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$573 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$524 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$235 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.6 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.34MShares$65.7 Million0.13% of portfolio