Advisor Resource Council Schwab Strategic Tr Us Emergin Transaction History

Advisor Resource Council

$137 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$23.04 - $24.89 $1.84 Million - $1.99 Million	80,052 New	80,052 $1.98 Million
Q2 2022 Jul 27, 2022	BUY	$24.51 - $28.87 $1.34 Million - $1.57 Million	54,535 New	54,535 $1.38 Million
Q1 2022 Apr 20, 2022	SELL	$25.61 - $30.82 $1.49 Million - $1.8 Million	-58,365 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$28.68 - $31.96 $1.67 Million - $1.87 Million	58,365 New	58,365 $1.73 Million
Q3 2021 Nov 16, 2021	SELL	$29.81 - $32.7 $1.07 Million - $1.17 Million	-35,830 Closed	0 $0
Q2 2021 Aug 19, 2021	BUY	$31.06 - $33.61 $1.08 Million - $1.16 Million	34,652 Added 2941.6%	35,830 $1.18 Million
Q2 2021 Aug 13, 2021	BUY	$31.06 - $33.61 $36,588 - $39,592	1,178 New	1,178 $0

Others Institutions Holding SCHE

# of Institutions

831

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

Creative Planning Overland Park, KS

20.4M
Shares

$564 Million
0.53% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$516 Million
1.05% of portfolio
High Tower Advisors, LLC Chicago, IL

8.37M
Shares

$231 Million
0.31% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.48M
Shares

$96 Million
3.99% of portfolio
Wealth Enhancement Advisory Services, LLC

2.34M
Shares

$64.7 Million
0.13% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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