Pensionmark Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Pensionmark Financial Group, LLC
- $1.54 Billion
- Q2 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 41,652 shares of SCHE stock, worth $1.21 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
41,652
Previous 12,895
223.01%
Holding current value
$1.21 Million
Previous $325,000
240.31%
% of portfolio
0.07%
Previous 0.06%
Shares
3 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