Manchester Financial Inc Schwab Strategic Tr Us Emergin Transaction History

Manchester Financial Inc

$433 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 21, 2021	SELL	$31.06 - $33.61 $23,854 - $25,812	-768 Closed	0 $0
Q1 2021 May 03, 2021	BUY	$30.78 - $34.63 $20,807 - $23,409	676 Added 734.78%	768 $24,000
Q4 2020 Jan 26, 2021	SELL	$26.72 - $30.68 $881 - $1,012	-33 Reduced 26.4%	92 $3,000
Q1 2020 Apr 20, 2020	SELL	$18.68 - $28.22 $6.65 Million - $10 Million	-356,053 Reduced 99.96%	125 $3,000
Q4 2019 Jan 17, 2020	SELL	$24.83 - $27.51 $1.43 Million - $1.59 Million	-57,745 Reduced 13.95%	356,178 $9.75 Million
Q3 2019 Oct 09, 2019	BUY	$25.08 - $25.94 $6.48 Million - $6.7 Million	258,473 Added 166.27%	413,923 $10.4 Million
Q2 2019 Jul 23, 2019	SELL	N/A	-60,850 Reduced 28.13%	155,450 $4.08 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-24,855 Reduced 10.31%	216,300 $5.63 Million
Q4 2018 Feb 14, 2019	BUY	N/A	241,155 New	241,155 $5.67 Million

Others Institutions Holding SCHE

# of Institutions

778

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$589 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$533 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$217 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$106 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$78.9 Million
4.21% of portfolio

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