Orion Portfolio Solutions, LLC Schwab Strategic Tr Us Emergin Transaction History
Orion Portfolio Solutions, LLC
- $8.97 Billion
- Q2 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 15,047 shares of SCHE stock, worth $435,460. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,047
Previous 14,989
0.39%
Holding current value
$435,460
Previous $378,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio