Gleason Group, Inc. Schwab Strategic Tr Us Emergin Transaction History
Gleason Group, Inc.
- $546 Million
- Q3 2024
A detailed history of Gleason Group, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Gleason Group, Inc. holds 106,591 shares of SCHE stock, worth $3.08 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
106,591
Previous 72,497
47.03%
Holding current value
$3.08 Million
Previous $1.93 Million
61.56%
% of portfolio
0.57%
Previous 0.39%
Shares
12 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio