Joseph P. Lucia & Associates, LLC Schwab Strategic Tr Us Emergin Transaction History
Joseph P. Lucia & Associates, LLC
- $159 Million
- Q1 2024
A detailed history of Joseph P. Lucia & Associates, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 11,450 shares of SCHE stock, worth $310,409. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,450
Previous 11,835
3.25%
Holding current value
$310,409
Previous $293,000
1.37%
% of portfolio
0.18%
Previous 0.18%
Shares
20 transactions
Others Institutions Holding SCHE
# of Institutions
764Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.31 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$633 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$540 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$330 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$158 Million0.24% of portfolio