Uma Financial Services, Inc. Schwab Strategic Tr Us Emergin Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
A detailed history of Uma Financial Services, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Uma Financial Services, Inc. holds 3,172 shares of SCHE stock, worth $88,498. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,172Holding current value
$88,498% of portfolio
0.01%Shares
18 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