Towercrest Capital Management Schwab Strategic Tr Us Emergin Transaction History
Towercrest Capital Management
- $599 Million
- Q1 2024
A detailed history of Towercrest Capital Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Towercrest Capital Management holds 505,200 shares of SCHE stock, worth $13.4 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
505,200
Previous 482,926
4.61%
Holding current value
$13.4 Million
Previous $12 Million
6.56%
% of portfolio
2.13%
Previous 2.11%
Shares
24 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$2.27 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$620 Million0.65% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$529 Million1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$324 Million0.07% of portfolio
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High Tower Advisors, LLC Chicago, IL5.83MShares$155 Million0.24% of portfolio