Valley Forge Investment Consultants Inc Adv Schwab Strategic Tr Us Emergin Transaction History
Valley Forge Investment Consultants Inc Adv
- $290 Million
- Q4 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 20,970 shares of SCHE stock, worth $586,530. This represents 0.19% of its overall portfolio holdings.
Number of Shares
20,970
Previous 19,925
5.24%
Holding current value
$586,530
Previous $581,000
3.96%
% of portfolio
0.19%
Previous 0.2%
Shares
18 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$572 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$523 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$234 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.3 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.4 Million0.14% of portfolio