Smithbridge Asset Management Inc Schwab Strategic Tr Us Emergin Transaction History
Smithbridge Asset Management Inc
- $573 Million
- Q3 2024
A detailed history of Smithbridge Asset Management Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Smithbridge Asset Management Inc holds 12,658 shares of SCHE stock, worth $359,487. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,658
Previous 12,689
0.24%
Holding current value
$359,487
Previous $337,000
9.5%
% of portfolio
0.06%
Previous 0.07%
Shares
18 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$580 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$531 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$238 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$98.8 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.34MShares$66.5 Million0.13% of portfolio