Jnba Financial Advisors Schwab Strategic Tr Us Emergin Transaction History

Jnba Financial Advisors

$980 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 01, 2023	SELL	$23.32 - $26.39 $15,974 - $18,077	-685 Reduced 93.58%	47 $1,000
Q3 2022 Nov 07, 2022	SELL	$22.4 - $25.83 $5,465 - $6,302	-244 Reduced 25.0%	732 $16,000
Q2 2022 Jul 22, 2022	BUY	$24.51 - $28.87 $23,921 - $28,177	976 New	976 $25,000
Q4 2021 Feb 03, 2022	SELL	$28.68 - $31.96 $27,418 - $30,553	-956 Closed	0 $0
Q4 2020 Jan 25, 2021	SELL	$26.72 - $30.68 $19,559 - $22,457	-732 Reduced 43.36%	956 $29,000
Q1 2020 May 01, 2020	SELL	$18.68 - $28.22 $1,625 - $2,455	-87 Reduced 4.9%	1,688 $35,000
Q3 2019 Nov 01, 2019	BUY	$25.08 - $25.94 $1,680 - $1,737	67 Added 3.92%	1,775 $45,000
Q4 2018 Feb 07, 2019	SELL	N/A	-37,516 Reduced 95.65%	1,708 $40,000
Q3 2018 Nov 01, 2018	BUY	N/A	39,137 Added 44985.06%	39,224 $1.01 Million
Q2 2018 Jul 17, 2018	BUY	N/A	87 New	87 $2,000

Others Institutions Holding SCHE

# of Institutions

779

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$584 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$529 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

$78.3 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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