Zhang Financial LLC Schwab Strategic Tr Us Emergin Transaction History
Zhang Financial LLC
- $1.73 Billion
- Q4 2024
A detailed history of Zhang Financial LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Zhang Financial LLC holds 9,379 shares of SCHE stock, worth $262,330. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,379
Previous 9,286
1.0%
Holding current value
$262,330
Previous $270,000
7.78%
% of portfolio
0.01%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding SCHE
# of Institutions
829Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$572 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$523 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$234 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.3 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.4 Million0.14% of portfolio