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 $537,234. This represents 0.44% of its overall portfolio holdings.
Number of Shares
19,465
Previous 19,138
1.71%
Holding current value
$537,234
Previous $508,000
11.61%
% of portfolio
0.44%
Previous 0.4%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
778Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$586 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$530 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$215 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$105 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$78.5 Million4.21% of portfolio