Cyndeo Wealth Partners, LLC Schwab Strategic Tr Us Emergin Transaction History
Cyndeo Wealth Partners, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 31,756 shares of SCHE stock, worth $908,856. This represents 0.06% of its overall portfolio holdings.
Number of Shares
31,756
Previous 31,756
-0.0%
Holding current value
$908,856
Previous $845,000
3.67%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
847Shares Held
150MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$575 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$520 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$282 Million0.38% of portfolio
-
Us Bancorp \De\3.65MShares$105 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$103 Million4.22% of portfolio