Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 65,772 shares of SCHE stock, worth $1.78 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
65,772
Previous 66,096
0.49%
Holding current value
$1.78 Million
Previous $1.67 Million
4.68%
% of portfolio
0.04%
Previous 0.04%
Shares
21 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.69 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$600 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$531 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$197 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$87 Million3.96% of portfolio