Global Financial Private Client, LLC Schwab Strategic Tr Us Emergin Transaction History
Global Financial Private Client, LLC
- $239 Billion
- Q2 2024
A detailed history of Global Financial Private Client, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Global Financial Private Client, LLC holds 35,816 shares of SCHE stock, worth $967,748. This represents 0.4% of its overall portfolio holdings.
Number of Shares
35,816
Previous 35,819
0.01%
Holding current value
$967,748
Previous $908 Million
4.77%
% of portfolio
0.4%
Previous 0.39%
Shares
18 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.68 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$598 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$529 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$196 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$86.7 Million3.96% of portfolio