Royal Fund Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Royal Fund Management, LLC

$1.66 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 May 08, 2020	SELL	$25.08 - $25.94 $20,565 - $21,270	-820 Closed	0 $0
Q2 2019 May 08, 2020	BUY	N/A	820 New	820 $21,000

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

$566 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$512 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$208 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

$75.8 Million
4.21% of portfolio

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