Warner Financial, Inc Schwab Strategic Tr Us Emergin Transaction History
Warner Financial, Inc
- $226 Million
- Q3 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 8,283 shares of SCHE stock, worth $224,634. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,283
Previous 20,117
58.83%
Holding current value
$224,634
Previous $534,000
54.68%
% of portfolio
0.11%
Previous 0.26%
Shares
7 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$576 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$521 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$212 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.1 Million4.21% of portfolio