Emerald Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Emerald Advisors, LLC
- $561 Million
- Q1 2024
A detailed history of Emerald Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Emerald Advisors, LLC holds 11,762 shares of SCHE stock, worth $318,514. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,762
Previous 15,481
24.02%
Holding current value
$318,514
Previous $383,000
22.72%
% of portfolio
0.05%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
765Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.31 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$632 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$539 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$330 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$158 Million0.24% of portfolio