Sunesis Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Sunesis Advisors, LLC
- $170 Million
- Q1 2024
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 $345,766. This represents 0.19% of its overall portfolio holdings.
Number of Shares
12,698
Previous 54,474
76.69%
Holding current value
$345,766
Previous $1.35 Million
76.3%
% of portfolio
0.19%
Previous 0.83%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
763Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.32 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$636 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$542 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$332 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$159 Million0.24% of portfolio