Krilogy Financial LLC Schwab Strategic Tr Us Emergin Transaction History
Krilogy Financial LLC
- $1.39 Billion
- Q1 2025
A detailed history of Krilogy Financial LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Krilogy Financial LLC holds 1,403,863 shares of SCHE stock, worth $38.8 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
1,403,863
Previous 1,310,191
7.15%
Holding current value
$38.8 Million
Previous $34.9 Million
11.09%
% of portfolio
2.8%
Previous 2.55%
Shares
32 transactions
Others Institutions Holding SCHE
# of Institutions
845Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$565 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$517 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96.1 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.32MShares$64 Million0.13% of portfolio