Inter Ocean Capital Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Inter Ocean Capital Group, LLC
- $4.03 Billion
- Q1 2024
A detailed history of Inter Ocean Capital Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Inter Ocean Capital Group, LLC holds 8,197 shares of SCHE stock, worth $237,221. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,197
Previous 9,498
13.7%
Holding current value
$237,221
Previous $235,000
12.34%
% of portfolio
0.01%
Previous 0.01%
Shares
14 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