Ogorek Anthony Joseph Schwab Strategic Tr Us Emergin Transaction History

Ogorek Anthony Joseph

$291 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 18, 2022	SELL	$28.68 - $31.96 $44,167 - $49,218	-1,540 Closed	0 $0
Q3 2020 Nov 02, 2020	SELL	$24.69 - $27.71 $2,024 - $2,272	-82 Reduced 5.06%	1,540 $41,000
Q2 2020 Aug 07, 2020	SELL	$19.87 - $25.05 $5 Million - $6.3 Million	-251,484 Reduced 99.36%	1,622 $39,000
Q1 2020 Apr 10, 2020	BUY	$18.68 - $28.22 $2.46 Million - $3.72 Million	131,773 Added 108.6%	253,106 $5.24 Million
Q4 2019 Jan 21, 2020	BUY	$24.83 - $27.51 $3.01 Million - $3.34 Million	121,333 New	121,333 $3.32 Million
Q4 2018 Jan 08, 2019	SELL	N/A	-68,831 Closed	0 $0
Q3 2018 Oct 17, 2018	SELL	N/A	-8,015 Reduced 10.43%	68,831 $1.77 Million
Q2 2018 Jul 12, 2018	BUY	N/A	6,889 Added 9.85%	76,846 $1.99 Million
Q1 2018 Apr 18, 2018	BUY	N/A	69,070 Added 7786.92%	69,957 $2.01 Million
Q4 2017 Jan 22, 2018	BUY	N/A	887	887 $24,000

Others Institutions Holding SCHE

# of Institutions

779

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$586 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$530 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$215 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$105 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$78.5 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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