Arkadios Wealth Advisors Schwab Strategic Tr Us Emergin Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$28.68 - $31.96 $41,729 - $46,501	-1,455 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$29.81 - $32.7 $33,059 - $36,264	-1,109 Reduced 43.25%	1,455 $44,000
Q2 2021 Jul 28, 2021	BUY	$31.06 - $33.61 $69,543 - $75,252	2,239 Added 688.92%	2,564 $84,000
Q1 2021 Apr 26, 2021	BUY	$30.78 - $34.63 $2,246 - $2,527	73 Added 28.97%	325 $10,000
Q4 2020 Feb 09, 2021	SELL	$26.72 - $30.68 $17,982 - $20,647	-673 Reduced 72.76%	252 $7,000
Q3 2020 Nov 10, 2020	SELL	$24.69 - $27.71 $20,196 - $22,666	-818 Reduced 46.93%	925 $25.6 Million
Q2 2020 Aug 10, 2020	BUY	$19.87 - $25.05 $34,633 - $43,662	1,743 New	1,743 $45.9 Million
Q1 2020 May 14, 2020	SELL	$18.68 - $28.22 $1,924 - $2,906	-103 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$24.83 - $27.51 $2,557 - $2,833	103 New	103 $0

Others Institutions Holding SCHE

# of Institutions

778

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$589 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$533 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$217 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$106 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$78.9 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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