Register Financial Advisors LLC Schwab Strategic Tr Long Term Transaction History

Register Financial Advisors LLC

$199 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$29.71 - $35.56 $297 - $355	10 New	10 $351,000

Others Institutions Holding SCHQ

# of Institutions

107

Shares Held

11.7M

Call Options Held

0

Put Options Held

0

Total Investment Management Inc Scottsdale, AZ

2.83M
Shares

$92.4 Million
12.56% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.22M
Shares

$39.9 Million
0.16% of portfolio
Envestnet Asset Management Inc

831K
Shares

$27.1 Million
0.01% of portfolio
Ambassador Advisors, LLC Lancaster, PA

414K
Shares

$13.5 Million
2.36% of portfolio
Wealth Enhancement Advisory Services, LLC

411K
Shares

$13.4 Million
0.03% of portfolio

About SCHWAB STRATEGIC TR LONG-TERM

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