Fidelis I M, LLC Schwab Strategic Tr Us Emergin Transaction History
Fidelis I M, LLC
- $204 Million
- Q4 2024
A detailed history of Fidelis I M, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Fidelis I M, LLC holds 100,595 shares of SCHE stock, worth $2.73 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
100,595
Previous 119,477
15.8%
Holding current value
$2.73 Million
Previous $3.49 Million
23.18%
% of portfolio
1.31%
Previous 1.58%
Shares
14 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$555 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$508 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$227 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$94.5 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$64.5 Million0.14% of portfolio