Pathstone Family Office, LLC Schwab Strategic Tr Us Emergin Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Pathstone Family Office, LLC holds 436,004 shares of SCHE stock, worth $12 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
436,004
Previous 405,209
7.6%
Holding current value
$12 Million
Previous $9.98 Million
4.58%
% of portfolio
0.07%
Previous 0.15%
Shares
15 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$564 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$516 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$95.9 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$65.5 Million0.14% of portfolio