Interactive Financial Advisors Schwab Strategic Tr Us Emergin Transaction History

Interactive Financial Advisors

$176 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	BUY	$21.59 - $24.95 $259 - $299	12 Added 3.59%	346 $8,000
Q3 2022 Nov 14, 2022	BUY	$22.4 - $25.83 $156 - $180	7 Added 2.14%	334 $7,000
Q1 2022 May 09, 2022	BUY	$25.61 - $30.82 $25 - $30	1 Added 0.31%	327 $9,000
Q4 2021 Feb 11, 2022	BUY	$28.68 - $31.96 $258 - $287	9 Added 2.84%	326 $10,000
Q3 2021 Nov 09, 2021	SELL	$29.81 - $32.7 $2,891 - $3,171	-97 Reduced 23.43%	317 $10,000
Q2 2021 Jul 30, 2021	BUY	$31.06 - $33.61 $93 - $100	3 Added 0.73%	414 $14,000
Q1 2021 May 11, 2021	SELL	$30.78 - $34.63 $4,555 - $5,125	-148 Reduced 26.48%	411 $13,000
Q4 2020 Jan 21, 2021	BUY	$26.72 - $30.68 $961 - $1,104	36 Added 6.88%	559 $17,000
Q2 2020 Jul 27, 2020	BUY	$19.87 - $25.05 $10,392 - $13,101	523 New	523 $13,000

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

236M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.87 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

21.2M
Shares

$614 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$567 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$210 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$92.9 Million
3.96% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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