Sterling Investment Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Sterling Investment Management, LLC
- $127 Million
- Q3 2024
A detailed history of Sterling Investment Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sterling Investment Management, LLC holds 19,465 shares of SCHE stock, worth $523,997. This represents 0.44% of its overall portfolio holdings.
Number of Shares
19,465
Previous 19,138
1.71%
Holding current value
$523,997
Previous $508,000
11.61%
% of portfolio
0.44%
Previous 0.4%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$571 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$517 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$210 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$76.5 Million4.21% of portfolio