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

778

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

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ogorek Anthony Joseph , based on Form 13F filings with the SEC.

News

Stay updated on Ogorek Anthony Joseph with notifications on news.