Olio Financial Planning Schwab Strategic Tr Us Emergin Transaction History
Olio Financial Planning
- $250 Million
- Q2 2024
A detailed history of Olio Financial Planning transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Olio Financial Planning holds 246,162 shares of SCHE stock, worth $6.52 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
246,162
Previous 246,945
0.32%
Holding current value
$6.52 Million
Previous $6.24 Million
4.86%
% of portfolio
2.61%
Previous 2.5%
Shares
11 transactions
Others Institutions Holding SCHE
# of Institutions
765Shares Held
236MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.26 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$619 Million0.65% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$528 Million1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$323 Million0.07% of portfolio
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High Tower Advisors, LLC Chicago, IL5.83MShares$155 Million0.24% of portfolio