Planned Solutions, Inc. Schwab Strategic Tr Us Emergin Transaction History
Planned Solutions, Inc.
- $245 Million
- Q3 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 10,509 shares of SCHE stock, worth $291,414. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,509
Previous 8,291
26.75%
Holding current value
$291,414
Previous $220,000
39.09%
% of portfolio
0.13%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
778Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$589 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$533 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$217 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$106 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$78.9 Million4.21% of portfolio