Rockbridge Investment Management, Lcc Schwab Strategic Tr Us Emergin Transaction History
Rockbridge Investment Management, Lcc
- $933 Billion
- Q2 2025
A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 178,588 shares of SCHE stock, worth $5.54 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
178,588
Previous 181,872
1.81%
Holding current value
$5.54 Million
Previous $5.01 Billion
7.35%
% of portfolio
0.58%
Previous 0.59%
Shares
21 transactions
Others Institutions Holding SCHE
# of Institutions
857Shares Held
149MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS19.5MShares$606 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$563 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$315 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$115 Million0.08% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$111 Million4.22% of portfolio