Optas, LLC Schwab Strategic Tr Us Emergin Transaction History

Optas, LLC

$361 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	N/A	-32,431 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	N/A	12,504 Added 62.75%	32,431 $961,000
Q3 2021 Oct 14, 2021	BUY	N/A	19,927 New	19,927 $607,000

Others Institutions Holding SCHE

# of Institutions

765

Shares Held

234M

Call Options Held

26.1K

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

85.3M
Shares

$2.31 Billion
2.96% of portfolio
Creative Planning Overland Park, KS

23.3M
Shares

$632 Million
0.65% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.9M
Shares

$539 Million
1.13% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

12.2M
Shares

$330 Million
0.07% of portfolio
High Tower Advisors, LLC Chicago, IL

5.83M
Shares

$158 Million
0.24% of portfolio

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