Dbk Financial Counsel, LLC Schwab Strategic Tr Us Emergin Transaction History
Dbk Financial Counsel, LLC
- $90.1 Million
- Q2 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 $583,066. This represents 0.64% of its overall portfolio holdings.
Number of Shares
21,740
Previous 21,740
-0.0%
Holding current value
$583,066
Previous $548,000
5.29%
% of portfolio
0.64%
Previous 0.58%
Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.66 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$594 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$525 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$195 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$86.1 Million3.96% of portfolio