Family Legacy Financial Solutions, LLC Schwab Strategic Tr Us Emergin Transaction History
Family Legacy Financial Solutions, LLC
- $131 Billion
- Q3 2025
A detailed history of Family Legacy Financial Solutions, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Family Legacy Financial Solutions, LLC holds 6,860 shares of SCHE stock, worth $230,496. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,860
Previous 7,509
8.64%
Holding current value
$230,496
Previous $226 Million
1.14%
% of portfolio
0.18%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
872Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$656 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio