Delta Asset Management LLC Schwab Strategic Tr Us Emergin Transaction History
Delta Asset Management LLC
- $1.1 Billion
- Q2 2024
A detailed history of Delta Asset Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Delta Asset Management LLC holds 111 shares of SCHE stock, worth $3,323. This represents 0.0% of its overall portfolio holdings.
Number of Shares
111
Previous 111
-0.0%
Holding current value
$3,323
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.97 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$663 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$586 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$217 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$96.1 Million3.96% of portfolio