Belmont Capital, LLC Schwab Strategic Tr Us Emergin Transaction History

Belmont Capital, LLC

$364 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 21, 2020	SELL	N/A	-1,104 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	N/A	1,104 New	1,104 $30,000

Others Institutions Holding SCHE

# of Institutions

765

Shares Held

234M

Call Options Held

26.1K

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

85.3M
Shares

$2.31 Billion
2.96% of portfolio
Creative Planning Overland Park, KS

23.3M
Shares

$632 Million
0.65% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.9M
Shares

$539 Million
1.13% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

12.2M
Shares

$330 Million
0.07% of portfolio
High Tower Advisors, LLC Chicago, IL

5.83M
Shares

$158 Million
0.24% of portfolio

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