Vision Point Advisory Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 18,299 shares of SCHE stock, worth $614,846. This represents 0.13% of its overall portfolio holdings.
Number of Shares
18,299
Previous 10,924
67.51%
Holding current value
$614,846
Previous $329,000
85.41%
% of portfolio
0.13%
Previous 0.08%
Shares
3 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