Le Jeune Puetz Investment Counsel LLC Schwab Strategic Tr Us Emergin Transaction History
Le Jeune Puetz Investment Counsel LLC
- $272 Million
- Q1 2023
A detailed history of Le Jeune Puetz Investment Counsel LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Le Jeune Puetz Investment Counsel LLC holds 165,849 shares of SCHE stock, worth $4.52 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
165,849
Previous 161,090
2.95%
Holding current value
$4.52 Million
Previous $3.81 Million
6.64%
% of portfolio
1.5%
Previous 1.46%
Shares
23 transactions
Others Institutions Holding SCHE
# of Institutions
763Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.32 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$636 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$542 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$332 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$159 Million0.24% of portfolio