Curtis Advisory Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Curtis Advisory Group, LLC
- $378 Million
- Q2 2025
A detailed history of Curtis Advisory Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 15,237 shares of SCHE stock, worth $472,651. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,237
Previous 75,570
79.84%
Holding current value
$472,651
Previous $2.08 Million
77.96%
% of portfolio
0.12%
Previous 0.65%
Shares
21 transactions
Others Institutions Holding SCHE
# of Institutions
854Shares Held
149MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS19.5MShares$606 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$563 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$306 Million0.38% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$111 Million4.22% of portfolio
-
Us Bancorp \De\3.45MShares$107 Million0.13% of portfolio