Indie Asset Partners, LLC Schwab Strategic Tr Us Emergin Transaction History
Indie Asset Partners, LLC
- $122 Million
- Q4 2024
A detailed history of Indie Asset Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Indie Asset Partners, LLC holds 13,972 shares of SCHE stock, worth $390,796. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,972
Previous 13,997
0.18%
Holding current value
$390,796
Previous $408,000
8.82%
% of portfolio
0.3%
Previous 0.32%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
829Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$572 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$523 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$234 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.3 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.4 Million0.14% of portfolio