King Luther Capital Management Corp Schwab Strategic Tr Us Emergin Transaction History

King Luther Capital Management Corp

$21.9 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$25.61 - $30.82 $66,176 - $79,638	-2,584 Reduced 15.89%	13,680 $380,000
Q4 2021 Feb 14, 2022	SELL	$28.68 - $31.96 $23,431 - $26,111	-817 Reduced 4.78%	16,264 $482,000
Q3 2021 Nov 10, 2021	SELL	$29.81 - $32.7 $679,638 - $745,527	-22,799 Reduced 57.17%	17,081 $521,000
Q4 2020 Feb 10, 2021	BUY	$26.72 - $30.68 $1.07 Million - $1.22 Million	39,880 New	39,880 $1.22 Million
Q4 2018 Feb 12, 2019	SELL	N/A	-19,124 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-7,811 Reduced 29.0%	19,124 $492,000
Q2 2018 Aug 13, 2018	SELL	N/A	-56,895 Reduced 67.87%	26,935 $697,000
Q1 2018 May 08, 2018	BUY	N/A	1,131 Added 1.37%	83,830 $2.41 Million
Q4 2017 Feb 12, 2018	BUY	N/A	9,399 Added 12.82%	82,699 $2.31 Million
Q3 2017 Nov 13, 2017	BUY	N/A	73,300	73,300 $1.97 Million

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

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of King Luther Capital Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on King Luther Capital Management Corp with notifications on news.