Moneywise, Inc. Schwab Strategic Tr Us Emergin Transaction History

Moneywise, Inc.

$193 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 10, 2020	SELL	$19.87 - $25.05 $199,256 - $251,201	-10,028 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$18.68 - $28.22 $7,528 - $11,372	-403 Reduced 3.86%	10,028 $207,000
Q4 2019 Jan 07, 2020	SELL	$24.83 - $27.51 $21,105 - $23,383	-850 Reduced 7.53%	10,431 $262,000
Q3 2019 Oct 23, 2019	SELL	$25.08 - $25.94 $2,432 - $2,516	-97 Reduced 0.85%	11,281 $283,000
Q2 2019 Jul 17, 2019	BUY	N/A	3,124 Added 37.85%	11,378 $299,000
Q1 2019 Apr 30, 2019	SELL	N/A	-2,883 Reduced 25.89%	8,254 $237,000
Q4 2018 Jan 29, 2019	BUY	N/A	1,163 Added 11.66%	11,137 $262,000
Q3 2018 Oct 15, 2018	BUY	N/A	709 Added 7.65%	9,974 $256,000
Q2 2018 Jul 19, 2018	BUY	N/A	425 Added 4.81%	9,265 $240,000
Q1 2018 Apr 17, 2018	BUY	N/A	126 Added 1.45%	8,840 $254,000
Q4 2017 Jan 08, 2018	BUY	N/A	300 Added 3.57%	8,714 $243,000
Q3 2017 Oct 10, 2017	BUY	N/A	8,414	8,414 $226,000

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$568 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$514 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$209 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$102 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$76.1 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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