Cva Family Office, LLC Schwab Strategic Tr Us Emergin Transaction History
Cva Family Office, LLC
- $619 Million
- Q4 2024
A detailed history of Cva Family Office, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cva Family Office, LLC holds 33,204 shares of SCHE stock, worth $926,391. This represents 0.14% of its overall portfolio holdings.
Number of Shares
33,204
Previous 33,530
0.97%
Holding current value
$926,391
Previous $978,000
9.61%
% of portfolio
0.14%
Previous 0.16%
Shares
21 transactions
Others Institutions Holding SCHE
# of Institutions
821Shares Held
142MCall Options Held
24.8KPut Options Held
200-
Creative Planning Overland Park, KS20.4MShares$570 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$522 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$233 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.3 Million0.14% of portfolio