Roundview Capital LLC Schwab Strategic Tr Us Emergin Transaction History
Roundview Capital LLC
- $1.46 Billion
- Q2 2025
A detailed history of Roundview Capital LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Roundview Capital LLC holds 35,526 shares of SCHE stock, worth $1.2 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
35,526
Previous 42,078
15.57%
Holding current value
$1.2 Million
Previous $1.16 Million
7.76%
% of portfolio
0.07%
Previous 0.09%
Shares
33 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