Life Plan Investment Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History
Life Plan Investment Advisors, Inc.
- $156 Billion
- Q3 2024
A detailed history of Life Plan Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 182,804 shares of SCHE stock, worth $4.86 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
182,804
Previous 180,852
1.08%
Holding current value
$4.86 Million
Previous $4.8 Billion
11.05%
% of portfolio
3.41%
Previous 3.46%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
777Shares Held
142MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$565 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$511 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$208 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$101 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$75.6 Million4.21% of portfolio