Index Fund Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History

Index Fund Advisors, Inc.

$1.83 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$23.04 - $24.89 $5,068 - $5,475	220 Added 2.51%	8,971 $222,000
Q3 2023 Oct 20, 2023	SELL	$23.83 - $26.11 $1,954 - $2,141	-82 Reduced 0.93%	8,751 $209,000
Q2 2023 Aug 10, 2023	SELL	$23.66 - $25.54 $4,211 - $4,546	-178 Reduced 1.98%	8,833 $217,000
Q1 2023 Apr 21, 2023	SELL	$23.32 - $26.39 $6,482 - $7,336	-278 Reduced 2.99%	9,011 $220,000
Q4 2022 Jan 23, 2023	BUY	$21.59 - $24.95 $4,836 - $5,588	224 Added 2.47%	9,289 $220,000
Q2 2022 Jul 27, 2022	SELL	$24.51 - $28.87 $1,544 - $1,818	-63 Reduced 0.69%	9,065 $230,000
Q1 2022 Apr 25, 2022	BUY	$25.61 - $30.82 $25 - $30	1 Added 0.01%	9,128 $253,000
Q4 2021 Jan 26, 2022	BUY	$28.68 - $31.96 $261,762 - $291,698	9,127 New	9,127 $270,000

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$571 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$517 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$210 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$103 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$76.5 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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