Curbstone Financial Management Corp Schwab Strategic Tr Us Emergin Transaction History
Curbstone Financial Management Corp
- $463 Million
- Q4 2024
A detailed history of Curbstone Financial Management Corp transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Curbstone Financial Management Corp holds 88,900 shares of SCHE stock, worth $2.49 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
88,900
Previous 89,550
0.73%
Holding current value
$2.49 Million
Previous $2.61 Million
9.41%
% of portfolio
0.51%
Previous 0.57%
Shares
28 transactions
Others Institutions Holding SCHE
# of Institutions
831Shares 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