Fortem Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Fortem Financial Group, LLC
- $249 Million
- Q1 2025
A detailed history of Fortem Financial Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Fortem Financial Group, LLC holds 9,595 shares of SCHE stock, worth $265,109. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,595
Previous 9,079
5.68%
Holding current value
$265,109
Previous $241,000
9.54%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
844Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$565 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$517 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96.1 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.32MShares$64 Million0.13% of portfolio