Worth Pointe, LLC Schwab Strategic Tr Us Emergin Transaction History

Worth Pointe, LLC

$232 Million
Q2 2025

A detailed history of Worth Pointe, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Worth Pointe, LLC holds 11,528 shares of SCHE stock, worth $372,930. This represents 0.15% of its overall portfolio holdings.

Number of Shares

11,528

Holding current value

$372,930

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 05, 2025	BUY	$24.38 - $30.18 $281,052 - $347,915	11,528 New	11,528 $347,000

Others Institutions Holding SCHE

# of Institutions

868

Shares Held

151M

Call Options Held

27.8K

Put Options Held

Creative Planning Overland Park, KS

19.5M
Shares

$632 Million
0.51% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

17.6M
Shares

$569 Million
1.06% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$328 Million
0.4% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.76M
Shares

$122 Million
4.39% of portfolio
Northwestern Mutual Wealth Management CO

3.69M
Shares

$119 Million
0.08% of portfolio

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Pointe, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Pointe, LLC with notifications on news.

Account