Warner Financial, Inc Schwab Strategic Tr Us Emergin Transaction History
Warner Financial, Inc
- $233 Million
- Q4 2024
A detailed history of Warner Financial, Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Warner Financial, Inc holds 8,508 shares of SCHE stock, worth $238,904. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,508
Previous 8,283
2.72%
Holding current value
$238,904
Previous $242,000
6.2%
% of portfolio
0.1%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$574 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$525 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$235 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.7 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.34MShares$65.8 Million0.13% of portfolio