Vishria Bird Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Vishria Bird Financial Group, LLC
- $267 Million
- Q2 2025
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 $369,835. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,007
Previous 11,007
-0.0%
Holding current value
$369,835
Previous $303,000
9.24%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
872Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$656 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio