Sage View Advisory Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Sage View Advisory Group, LLC
- $2.15 Trillion
- Q2 2024
A detailed history of Sage View Advisory Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 3,209,191 shares of SCHE stock, worth $84.8 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
3,209,191Holding current value
$84.8 Million% of portfolio
3.96%Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.62 Billion0.51% of portfolio
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Creative Planning Overland Park, KS22.1MShares$585 Million0.63% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$518 Million1.16% of portfolio
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High Tower Advisors, LLC Chicago, IL7.26MShares$192 Million0.3% of portfolio
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Envestnet Asset Management Inc2.52MShares$66.5 Million0.02% of portfolio