Cap Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Cap Wealth Advisors, LLC

$903 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 15, 2019	SELL	N/A	-10,653 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	10,653 New	10,653 $306,000

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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