Ogorek Anthony Joseph Schwab Strategic Tr Us Emergin Transaction History

Ogorek Anthony Joseph

$288 Million
Q2 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

771

Shares Held

237M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.97 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

22.1M
Shares

$663 Million
0.63% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$586 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$217 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$96.1 Million
3.96% of portfolio

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