Portside Wealth Group, LLC Schwab Strategic Tr Us Emergin Transaction History

Portside Wealth Group, LLC

$586 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 17, 2024	BUY	$23.47 - $25.45 $222,331 - $241,087	9,473 New	9,473 $239 Million

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

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