Tru Independence Asset Management 2, LLC Schwab Strategic Tr Us Emergin Transaction History
Tru Independence Asset Management 2, LLC
- $130 Million
- Q2 2025
A detailed history of Tru Independence Asset Management 2, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 11,910 shares of SCHE stock, worth $400,176. This represents 0.28% of its overall portfolio holdings.
Number of Shares
11,910
Previous 13,916
14.42%
Holding current value
$400,176
Previous $383,000
6.53%
% of portfolio
0.28%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
872Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$656 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio