Summit Financial Strategies, Inc. Schwab Strategic Tr Us Emergin Transaction History
Summit Financial Strategies, Inc.
- $836 Million
- Q4 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 14,266 shares of SCHE stock, worth $388,463. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,266
Previous 14,301
0.24%
Holding current value
$388,463
Previous $417,000
9.11%
% of portfolio
0.05%
Previous 0.05%
Shares
30 transactions
Others Institutions Holding SCHE
# of Institutions
788Shares Held
142MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$578 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$523 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$213 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$104 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.4 Million4.21% of portfolio