Sunesis Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Sunesis Advisors, LLC
- $177 Million
- Q1 2025
A detailed history of Sunesis Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sunesis Advisors, LLC holds 12,698 shares of SCHE stock, worth $348,433. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,698
Previous 12,698
-0.0%
Holding current value
$348,433
Previous $338,000
3.55%
% of portfolio
0.2%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
837Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$561 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$513 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$230 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$95.4 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$64 Million0.02% of portfolio