Jdm Financial Group LLC Schwab Strategic Tr Us Emergin Transaction History
Jdm Financial Group LLC
- $184 Billion
- Q3 2024
A detailed history of Jdm Financial Group LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Jdm Financial Group LLC holds 2,258 shares of SCHE stock, worth $62,998. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,258
Previous 2,833
20.3%
Holding current value
$62,998
Previous $75.2 Million
12.41%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
821Shares Held
142MCall Options Held
24.8KPut Options Held
200-
Creative Planning Overland Park, KS20.4MShares$570 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$522 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$233 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.3 Million0.14% of portfolio