Rockbridge Investment Management, Lcc Schwab Strategic Tr Us Emergin Transaction History
Rockbridge Investment Management, Lcc
- $682 Billion
- Q1 2024
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 228,487 shares of SCHE stock, worth $6.19 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
228,487
Previous 230,193
0.74%
Holding current value
$6.19 Million
Previous $5.71 Billion
1.1%
% of portfolio
0.85%
Previous 0.87%
Shares
16 transactions
Others Institutions Holding SCHE
# of Institutions
764Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.31 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$632 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$540 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$330 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$158 Million0.24% of portfolio