Curtis Advisory Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Curtis Advisory Group, LLC
- $358 Million
- Q4 2024
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 15,255 shares of SCHE stock, worth $427,140. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,255
Previous 15,034
1.47%
Holding current value
$427,140
Previous $438,000
7.31%
% of portfolio
0.11%
Previous 0.13%
Shares
19 transactions
Others Institutions Holding SCHE
# of Institutions
828Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$572 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$523 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$234 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.4 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.5 Million0.14% of portfolio