Coastwise Capital Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Coastwise Capital Group, LLC
- $121 Million
- Q3 2024
A detailed history of Coastwise Capital Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 18,378 shares of SCHE stock, worth $494,368. This represents 0.44% of its overall portfolio holdings.
Number of Shares
18,378
Previous 18,082
1.64%
Holding current value
$494,368
Previous $480,000
11.67%
% of portfolio
0.44%
Previous 0.47%
Shares
11 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$571 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$517 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$210 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$76.5 Million4.21% of portfolio