Insight 2811, Inc. Schwab Strategic Tr Us Emergin Transaction History

Insight 2811, Inc.

$191 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 29, 2021	SELL	$30.78 - $34.63 $219,215 - $246,634	-7,122 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$26.72 - $30.68 $190,299 - $218,502	7,122 New	7,122 $218,000

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

237M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.98 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

22.1M
Shares

$664 Million
0.63% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$587 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$218 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$96.2 Million
3.96% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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