Human Investing LLC Schwab Strategic Tr Us Emergin Transaction History

Human Investing LLC

$550 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$31.06 - $33.61 $420,241 - $454,743	-13,530 Closed	0 $0
Q1 2021 May 05, 2021	SELL	$30.78 - $34.63 $5,940 - $6,683	-193 Reduced 1.41%	13,530 $430,000
Q4 2020 Feb 04, 2021	BUY	$26.72 - $30.68 $14,669 - $16,843	549 Added 4.17%	13,723 $421,000
Q3 2020 Oct 27, 2020	SELL	$24.69 - $27.71 $18,492 - $20,754	-749 Reduced 5.38%	13,174 $353,000
Q2 2020 Jul 22, 2020	SELL	$19.87 - $25.05 $26,804 - $33,792	-1,349 Reduced 8.83%	13,923 $339,000
Q1 2020 Apr 22, 2020	BUY	$18.68 - $28.22 $20,193 - $30,505	1,081 Added 7.62%	15,272 $316,000
Q4 2019 Feb 07, 2020	BUY	$24.83 - $27.51 $14,252 - $15,790	574 Added 4.22%	14,191 $388,000
Q3 2019 Nov 07, 2019	BUY	$25.08 - $25.94 $12,289 - $12,710	490 Added 3.73%	13,617 $342,000
Q2 2019 Aug 16, 2019	BUY	N/A	2,238 Added 20.55%	13,127 $344,000
Q1 2019 May 14, 2019	SELL	N/A	-928 Reduced 7.85%	10,889 $283,000
Q4 2018 Feb 14, 2019	BUY	N/A	11,817 New	11,817 $278,000

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

$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

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