Savvy Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History
Savvy Advisors, Inc.
- $173 Billion
- Q1 2024
A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Savvy Advisors, Inc. holds 15,257 shares of SCHE stock, worth $413,312. This represents 0.22% of its overall portfolio holdings.
Number of Shares
15,257
Previous 12,187
25.19%
Holding current value
$413,312
Previous $302 Million
27.51%
% of portfolio
0.22%
Previous 0.29%
Shares
2 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