Clear Perspectives Financial Planning, LLC Schwab Strategic Tr Us Emergin Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$25.61 - $30.82 $26,890 - $32,361	-1,050 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$28.68 - $31.96 $30,114 - $33,558	1,050 New	1,050 $31,000

Others Institutions Holding SCHE

# of Institutions

872

Shares Held

151M

Call Options Held

27.8K

Put Options Held

Creative Planning Overland Park, KS

19.5M
Shares

$656 Million
0.51% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

17.6M
Shares

$591 Million
1.06% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$341 Million
0.4% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.76M
Shares

$126 Million
4.39% of portfolio
Northwestern Mutual Wealth Management CO

3.69M
Shares

$124 Million
0.08% of portfolio

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