Pds Planning, Inc Schwab Strategic Tr Us Emergin Transaction History
Pds Planning, Inc
- $1.45 Billion
- Q4 2025
A detailed history of Pds Planning, Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Pds Planning, Inc holds 18,072 shares of SCHE stock, worth $611,014. This represents 0.04% of its overall portfolio holdings.
Number of Shares
18,072
Previous 9,228
95.84%
Holding current value
$611,014
Previous $307,000
99.02%
% of portfolio
0.04%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
897Shares Held
159MCall Options Held
18.3KPut Options Held
0-
Creative Planning Overland Park, KS19.1MShares$647 Million0.49% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA16.7MShares$565 Million1.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.4MShares$353 Million0.41% of portfolio
-
Us Bancorp \De\6.51MShares$220 Million0.26% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.71MShares$125 Million4.27% of portfolio