Hamilton Wealth, LLC Schwab Strategic Tr Us Emergin Transaction History

Hamilton Wealth, LLC

$372 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	SELL	$22.4 - $25.83 $263,177 - $303,476	-11,749 Reduced 54.02%	10,000 $224,000
Q2 2022 Jul 13, 2022	BUY	$24.51 - $28.87 $533,067 - $627,893	21,749 New	21,749 $552,000

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

$586 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$530 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$215 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

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

2.84M
Shares

$78.5 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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