Keyvantage Wealth, LLC Schwab Strategic Tr Us Emergin Transaction History
Keyvantage Wealth, LLC
- $206 Billion
- Q1 2025
A detailed history of Keyvantage Wealth, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 35,053 shares of SCHE stock, worth $1.08 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
35,053
Previous 76,371
54.1%
Holding current value
$1.08 Million
Previous $2.03 Billion
52.48%
% of portfolio
0.47%
Previous 1.45%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
851Shares Held
149MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$619 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$560 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$304 Million0.38% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$111 Million4.22% of portfolio
-
Us Bancorp \De\3.45MShares$106 Million0.13% of portfolio