Planned Solutions, Inc. Schwab Strategic Tr Us Emergin Transaction History
Planned Solutions, Inc.
- $231 Million
- Q4 2024
A detailed history of Planned Solutions, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Planned Solutions, Inc. holds 11,154 shares of SCHE stock, worth $296,696. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,154
Previous 10,509
6.14%
Holding current value
$296,696
Previous $306,000
2.94%
% of portfolio
0.13%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding SCHE
# of Institutions
777Shares Held
142MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$565 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$511 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$208 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$101 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$75.6 Million4.21% of portfolio