Retirement Guys Formula LLC Schwab Strategic Tr Us Emergin Transaction History
Retirement Guys Formula LLC
- $252 Million
- Q2 2025
A detailed history of Retirement Guys Formula LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Retirement Guys Formula LLC holds 119,322 shares of SCHE stock, worth $4.04 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
119,322
Previous 119,374
0.04%
Holding current value
$4.04 Million
Previous $3.29 Million
9.27%
% of portfolio
1.43%
Previous 1.71%
Shares
11 transactions
Others Institutions Holding SCHE
# of Institutions
866Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$662 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$597 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$344 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$128 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$125 Million0.08% of portfolio