Darwin Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Darwin Advisors, LLC

$356 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 06, 2020	SELL	$19.87 - $25.05 $28,712 - $36,197	-1,445 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$18.68 - $28.22 $26,992 - $40,777	1,445 New	1,445 $29,000

Others Institutions Holding SCHE

# of Institutions

848

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

Creative Planning Overland Park, KS

20.1M
Shares

$575 Million
0.52% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.2M
Shares

$520 Million
1.08% of portfolio
High Tower Advisors, LLC Chicago, IL

9.86M
Shares

$282 Million
0.38% of portfolio
Us Bancorp \De\

3.65M
Shares

$105 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.59M
Shares

$103 Million
4.22% of portfolio

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