Sterling Financial Planning, Inc. Schwab Strategic Tr Us Emergin Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 18,041 shares of SCHE stock, worth $479,890. This represents 0.2% of its overall portfolio holdings.
Number of Shares
18,041
Previous 19,159
5.84%
Holding current value
$479,890
Previous $508,000
3.54%
% of portfolio
0.2%
Previous 0.21%
Shares
16 transactions
Others Institutions Holding SCHE
# of Institutions
777Shares Held
142MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$565 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$511 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$208 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$101 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$75.6 Million4.21% of portfolio