Kowal Investment Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Kowal Investment Group, LLC holds 96,135 shares of SCHE stock, worth $2.59 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
96,135
Previous 79,624
20.74%
Holding current value
$2.59 Million
Previous $2.11 Million
32.69%
% of portfolio
0.52%
Previous 0.43%
Shares
11 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$571 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$517 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$210 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$76.5 Million4.21% of portfolio