Successful Portfolios LLC Schwab Strategic Tr Us Emergin Transaction History
Successful Portfolios LLC
- $147 Million
- Q3 2024
A detailed history of Successful Portfolios LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Successful Portfolios LLC holds 7,259 shares of SCHE stock, worth $210,075. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,259
Previous 9,134
20.53%
Holding current value
$210,075
Previous $242,000
12.81%
% of portfolio
0.14%
Previous 0.17%
Shares
27 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio