Resource Planning Group Schwab Strategic Tr Us Emergin Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Resource Planning Group holds 34,867 shares of SCHE stock, worth $1.01 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
34,867
Previous 43,201
19.29%
Holding current value
$1.01 Million
Previous $1.03 Million
16.44%
% of portfolio
0.55%
Previous 0.87%
Shares
21 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