Diversified, LLC Schwab Strategic Tr Us Emergin Transaction History
Diversified, LLC
- $861 Million
- Q3 2024
A detailed history of Diversified, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Diversified, LLC holds 64,996 shares of SCHE stock, worth $1.76 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
64,996
Previous 58,523
11.06%
Holding current value
$1.76 Million
Previous $1.55 Million
22.01%
% of portfolio
0.22%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
793Shares Held
139MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$575 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$521 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$212 Million0.33% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.1 Million4.21% of portfolio
-
Envestnet Asset Management Inc2.43MShares$66 Million0.02% of portfolio