Vishria Bird Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Vishria Bird Financial Group, LLC
- $285 Million
- Q4 2024
A detailed history of Vishria Bird Financial Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 11,007 shares of SCHE stock, worth $296,748. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,007
Previous 12,377
11.07%
Holding current value
$296,748
Previous $361,000
18.84%
% of portfolio
0.1%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
785Shares Held
142MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$572 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$518 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$210 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$76.7 Million4.21% of portfolio