Financial Consulate, Inc Schwab Strategic Tr Us Emergin Transaction History

Financial Consulate, Inc

$358 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 22, 2020	SELL	$24.83 - $27.51 $2.34 Million - $2.59 Million	-94,255 Closed	0 $0
Q3 2019 Oct 16, 2019	BUY	$25.08 - $25.94 $16,352 - $16,912	652 Added 0.7%	94,255 $2.37 Million
Q2 2019 Jul 24, 2019	BUY	N/A	4,683 Added 5.27%	93,603 $2.46 Million
Q1 2019 May 01, 2019	BUY	N/A	16,648 Added 23.04%	88,920 $2.31 Million
Q4 2018 Jan 25, 2019	SELL	N/A	-13,859 Reduced 16.09%	72,272 $1.7 Million
Q3 2018 Oct 29, 2018	SELL	N/A	-102,391 Reduced 54.31%	86,131 $2.21 Million
Q2 2018 Jul 27, 2018	BUY	N/A	4,060 Added 2.2%	188,522 $4.88 Million
Q1 2018 Apr 16, 2018	BUY	N/A	9,801 Added 5.61%	184,462 $5.29 Million
Q4 2017 Jan 29, 2018	BUY	N/A	807 Added 0.46%	174,661 $4.88 Million
Q3 2017 Oct 19, 2017	BUY	N/A	173,854	173,854 $4.68 Million

Others Institutions Holding SCHE

# of Institutions

778

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$589 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$533 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$217 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$106 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$78.9 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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