Warner Financial, Inc Schwab Strategic Tr Us Emergin Transaction History
Warner Financial, Inc
- $205 Million
- Q2 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 20,117 shares of SCHE stock, worth $543,561. This represents 0.26% of its overall portfolio holdings.
Number of Shares
20,117
Previous 19,623
2.52%
Holding current value
$543,561
Previous $495,000
7.88%
% of portfolio
0.26%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.68 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$598 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$529 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$196 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$86.7 Million3.96% of portfolio