Comprehensive Financial Consultants Institutional, Inc. Schwab Strategic Tr Us Emergin Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$254 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$25.61 - $30.82 $768 - $924	-30 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$28.68 - $31.96 $860 - $958	30 New	30 $0

Others Institutions Holding SCHE

# of Institutions

838

Shares Held

144M

Call Options Held

24.2K

Put Options Held

300

Creative Planning Overland Park, KS

20.4M
Shares

$564 Million
0.53% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$516 Million
1.05% of portfolio
High Tower Advisors, LLC Chicago, IL

8.37M
Shares

$231 Million
0.31% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.48M
Shares

$96 Million
3.99% of portfolio
Envestnet Asset Management Inc

2.33M
Shares

$64.4 Million
0.02% of portfolio

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