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 $682,920. This represents 0.44% of its overall portfolio holdings.
Number of Shares
20,325
Previous 20,569
1.19%
Holding current value
$682,920
Previous $567,000
7.94%
% of portfolio
0.44%
Previous 0.43%
Shares
5 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