Valued Wealth Advisors LLC Schwab Strategic Tr Us Emergin Transaction History
Valued Wealth Advisors LLC
- $154 Billion
- Q3 2024
A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 11,410 shares of SCHE stock, worth $316,399. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,410
Previous 11,422
0.11%
Holding current value
$316,399
Previous $303 Million
9.74%
% of portfolio
0.22%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
778Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$589 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$533 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$217 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$106 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$78.9 Million4.21% of portfolio