Financial Life Advisors Schwab Strategic Tr Us Emergin Transaction History
Financial Life Advisors
- $288 Million
- Q2 2025
Shares
13 transactions
Others Institutions Holding SCHE
# of Institutions
856Shares Held
150MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$622 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$562 Million1.08% of portfolio
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High Tower Advisors, LLC Chicago, IL9.86MShares$305 Million0.38% of portfolio
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Us Bancorp \De\3.65MShares$113 Million0.14% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$111 Million4.22% of portfolio