Evensky & Katz LLC Schwab Strategic Tr Us Emergin Transaction History
Evensky & Katz LLC
- $1.53 Billion
- Q4 2024
A detailed history of Evensky & Katz LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Evensky & Katz LLC holds 20,189 shares of SCHE stock, worth $566,907. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,189
Previous 19,871
1.6%
Holding current value
$566,907
Previous $580,000
7.24%
% of portfolio
0.04%
Previous 0.04%
Shares
30 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$574 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$525 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$235 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.7 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.7 Million0.14% of portfolio