Valued Wealth Advisors LLC Schwab Strategic Tr Us Emergin Transaction History
Valued Wealth Advisors LLC
- $216 Billion
- Q3 2025
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 22,681 shares of SCHE stock, worth $766,844. This represents 0.35% of its overall portfolio holdings.
Number of Shares
22,681
Previous 22,687
0.03%
Holding current value
$766,844
Previous $684 Million
10.69%
% of portfolio
0.35%
Previous 0.36%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
893Shares Held
156MCall Options Held
18.3KPut Options Held
0-
Creative Planning Overland Park, KS19.1MShares$647 Million0.49% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA16.7MShares$565 Million1.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.4MShares$353 Million0.41% of portfolio
-
Us Bancorp \De\6.51MShares$220 Million0.26% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.71MShares$125 Million4.27% of portfolio