Moser Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Moser Wealth Advisors, LLC

$182 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 30, 2020	SELL	$18.68 - $28.22 $8,368 - $12,642	-448 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$24.83 - $27.51 $11,123 - $12,324	448 New	448 $12,000

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

237M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.93 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

22.1M
Shares

$653 Million
0.63% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$578 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$214 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$94.6 Million
3.96% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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