Newton One Investments LLC Schwab Strategic Tr Us Emergin Transaction History
Newton One Investments LLC
- $232 Million
- Q2 2024
A detailed history of Newton One Investments LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Newton One Investments LLC holds 4,719 shares of SCHE stock, worth $141,286. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,719
Previous 4,719
-0.0%
Holding current value
$141,286
Previous $119,000
5.04%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.97 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$663 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$586 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$217 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$96.1 Million3.96% of portfolio