Worth Asset Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Worth Asset Management, LLC
- $183 Million
- Q2 2025
A detailed history of Worth Asset Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Worth Asset Management, LLC holds 15,794 shares of SCHE stock, worth $489,929. This represents 0.26% of its overall portfolio holdings.
Number of Shares
15,794
Previous 12,880
22.62%
Holding current value
$489,929
Previous $355,000
34.08%
% of portfolio
0.26%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
854Shares Held
149MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS19.5MShares$606 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$563 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$306 Million0.38% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$111 Million4.22% of portfolio
-
Us Bancorp \De\3.45MShares$107 Million0.13% of portfolio