F Dx Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History

F Dx Advisors, Inc.

$362 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 13, 2021	SELL	$30.78 - $34.63 $572,477 - $644,083	-18,599 Closed	0 $0
Q4 2020 Feb 08, 2021	SELL	$26.72 - $30.68 $29,178 - $33,502	-1,092 Reduced 5.55%	18,599 $570,000
Q3 2020 Nov 12, 2020	SELL	$24.69 - $27.71 $71,082 - $79,777	-2,879 Reduced 12.76%	19,691 $527,000
Q2 2020 Jul 22, 2020	SELL	$19.87 - $25.05 $285,829 - $360,344	-14,385 Reduced 38.93%	22,570 $550,000
Q1 2020 May 22, 2020	BUY	$18.68 - $28.22 $690,319 - $1.04 Million	36,955 New	36,955 $765,000
Q2 2018 Aug 08, 2018	SELL	N/A	-12,137 Closed	0 $0
Q1 2018 May 02, 2018	BUY	N/A	2,261 Added 22.89%	12,137 $348,000
Q4 2017 Feb 09, 2018	BUY	N/A	1,230 Added 14.23%	9,876 $276,000
Q3 2017 Nov 03, 2017	BUY	N/A	8,646	8,646 $233,000

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

236M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.87 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

21.2M
Shares

$614 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$567 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$210 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$92.9 Million
3.96% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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