Bridgewater Advisors Inc. Schwab Strategic Tr Us Emergin Transaction History

Bridgewater Advisors Inc.

$959 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 27, 2023	SELL	$21.59 - $24.95 $58,854 - $68,013	-2,726 Reduced 20.53%	10,552 $0
Q3 2022 Oct 28, 2022	SELL	$22.4 - $25.83 $46,368 - $53,468	-2,070 Reduced 13.49%	13,278 $297,000
Q2 2022 Aug 05, 2022	BUY	$24.51 - $28.87 $2,205 - $2,598	90 Added 0.59%	15,348 $390,000
Q1 2022 May 05, 2022	SELL	$25.61 - $30.82 $2,612 - $3,143	-102 Reduced 0.66%	15,258 $424,000
Q4 2021 Feb 07, 2022	SELL	$28.68 - $31.96 $52,742 - $58,774	-1,839 Reduced 10.69%	15,360 $455,000
Q3 2021 Nov 02, 2021	BUY	$29.81 - $32.7 $3,517 - $3,858	118 Added 0.69%	17,199 $524,000
Q2 2021 Aug 06, 2021	BUY	$31.06 - $33.61 $170,798 - $184,821	5,499 Added 47.48%	17,081 $562,000
Q1 2021 May 20, 2021	BUY	$30.78 - $34.63 $356,493 - $401,084	11,582 New	11,582 $360,000

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$571 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$517 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$210 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$103 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$76.5 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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