Optimum Investment Advisors Schwab Strategic Tr Us Emergin Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 16, 2020	SELL	$19.87 - $25.05 $62,968 - $79,383	-3,169 Closed	0 $0
Q1 2018 May 09, 2018	BUY	N/A	3,169 New	3,169 $91,000

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$568 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$514 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$209 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$102 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$76.1 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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