Gts Securities LLC Schwab Strategic Tr Us Emergin Transaction History

Gts Securities LLC

$2.05 Trillion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	SELL	$25.45 - $29.53 $327,108 - $379,549	-12,853 Reduced 55.81%	10,177 $296,000
Q2 2024 Aug 14, 2024	BUY	$24.67 - $27.2 $568,150 - $626,416	23,030 New	23,030 $611,000

Others Institutions Holding SCHE

# of Institutions

829

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

Creative Planning Overland Park, KS

20.4M
Shares

$572 Million
0.53% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$523 Million
1.05% of portfolio
High Tower Advisors, LLC Chicago, IL

8.37M
Shares

$234 Million
0.31% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.48M
Shares

$97.3 Million
3.99% of portfolio
Wealth Enhancement Advisory Services, LLC

2.38M
Shares

$66.4 Million
0.14% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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