Steward Partners Investment Advisory, LLC Schwab Strategic Tr Us Emergin Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 4,539 shares of SCHE stock, worth $123,097. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,539
Previous 2,590
75.25%
Holding current value
$123,097
Previous $65,000
84.62%
% of portfolio
0.0%
Previous 0.0%
Shares
25 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.69 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$600 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$531 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$197 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$87 Million3.96% of portfolio