Phillips Financial Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 2024
A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,558 shares of SCHE stock, worth $45,945. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,558
Previous 1,558
-0.0%
Holding current value
$45,945
Previous $39,000
5.13%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.93 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$653 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$578 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$214 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$94.6 Million3.96% of portfolio