Bedel Financial Consulting, Inc. Schwab Strategic Tr Us Emergin Transaction History

Bedel Financial Consulting, Inc.

$691 Million
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$24.51 - $28.87 $131,863 - $155,320	-5,380 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$25.61 - $30.82 $25 - $30	1 Added 0.02%	5,380 $149,000
Q4 2021 Jan 11, 2022	BUY	$28.68 - $31.96 $1,864 - $2,077	65 Added 1.22%	5,379 $159,000
Q3 2021 Oct 12, 2021	SELL	$29.81 - $32.7 $7,243 - $7,946	-243 Reduced 4.37%	5,314 $162,000
Q2 2021 Aug 03, 2021	BUY	$31.06 - $33.61 $590 - $638	19 Added 0.34%	5,557 $183,000
Q1 2021 Apr 26, 2021	BUY	$30.78 - $34.63 $92,370 - $103,924	3,001 Added 118.29%	5,538 $176,000
Q4 2020 Feb 02, 2021	BUY	$26.72 - $30.68 $106 - $122	4 Added 0.16%	2,537 $78,000
Q2 2020 Jul 14, 2020	BUY	$19.87 - $25.05 $675 - $851	34 Added 1.36%	2,533 $62,000
Q4 2019 Jan 28, 2020	BUY	$24.83 - $27.51 $148 - $165	6 Added 0.24%	2,499 $68,000
Q3 2019 Oct 09, 2019	SELL	$25.08 - $25.94 $5,091 - $5,265	-203 Reduced 7.53%	2,493 $63,000
Q2 2019 Aug 01, 2019	BUY	N/A	745 Added 38.19%	2,696 $71,000
Q1 2019 May 02, 2019	BUY	N/A	534 Added 37.69%	1,951 $51,000
Q3 2018 Nov 01, 2018	BUY	N/A	761 Added 116.01%	1,417 $35,000
Q2 2018 Jul 18, 2018	BUY	N/A	509 Added 346.26%	656 $17,000
Q1 2018 May 03, 2018	BUY	N/A	147 New	147 $4,000

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

236M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.87 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

21.2M
Shares

$614 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$567 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$210 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$92.9 Million
3.96% of portfolio

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