Dbk Financial Counsel, LLC Schwab Strategic Tr Us Emergin Transaction History
Dbk Financial Counsel, LLC
- $97.3 Million
- Q4 2024
A detailed history of Dbk Financial Counsel, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Dbk Financial Counsel, LLC holds 21,740 shares of SCHE stock, worth $590,675. This represents 0.59% of its overall portfolio holdings.
Number of Shares
21,740
Previous 21,740
-0.0%
Holding current value
$590,675
Previous $634,000
8.83%
% of portfolio
0.59%
Previous 0.65%
Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$555 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$508 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$227 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$94.5 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$64.5 Million0.14% of portfolio