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 $398,021. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,266
Previous 14,301
0.24%
Holding current value
$398,021
Previous $417,000
9.11%
% of portfolio
0.05%
Previous 0.05%
Shares
30 transactions
Others Institutions Holding SCHE
# of Institutions
821Shares Held
142MCall Options Held
24.8KPut Options Held
200-
Creative Planning Overland Park, KS20.4MShares$570 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$522 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$233 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.3 Million0.14% of portfolio