Baltimore Washington Financial Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$24.51 - $28.87 $3,823 - $4,503	-156 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$25.61 - $30.82 $3,995 - $4,807	156 New	156 $2.02 Million

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

$586 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$530 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$215 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$105 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$78.5 Million
4.21% of portfolio

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