Koss Olinger Consulting, LLC Schwab Strategic Tr Us Emergin Transaction History

Koss Olinger Consulting, LLC

$1.14 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$25.45 - $29.53 $6,438 - $7,471	253 Added 3.35%	7,801 $227,000
Q2 2024 Aug 06, 2024	BUY	$24.67 - $27.2 $186,209 - $205,305	7,548 New	7,548 $200,000
Q4 2023 Feb 13, 2024	BUY	$23.04 - $24.89 $2,603 - $2,812	113 Added 1.17%	9,776 $242,000
Q3 2023 Oct 10, 2023	SELL	$23.83 - $26.11 $24.8 Million - $27.1 Million	-1,038,935 Reduced 99.08%	9,663 $231,000
Q2 2023 Jul 28, 2023	BUY	$23.66 - $25.54 $757,545 - $817,739	32,018 Added 3.15%	1,048,598 $25.8 Million
Q1 2023 May 12, 2023	BUY	$23.32 - $26.39 $23.7 Million - $26.8 Million	1,016,580 New	1,016,580 $24.9 Million
Q3 2021 Nov 09, 2021	SELL	$29.81 - $32.7 $245,246 - $269,022	-8,227 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$31.06 - $33.61 $255,530 - $276,509	8,227 New	8,227 $271,000

Others Institutions Holding SCHE

# of Institutions

821

Shares Held

142M

Call Options Held

24.8K

Put Options Held

200

Creative Planning Overland Park, KS

20.4M
Shares

$570 Million
0.53% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$522 Million
1.05% of portfolio
High Tower Advisors, LLC Chicago, IL

8.37M
Shares

$233 Million
0.31% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.48M
Shares

$97 Million
3.99% of portfolio
Wealth Enhancement Advisory Services, LLC

2.38M
Shares

$66.3 Million
0.14% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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