San Luis Wealth Advisors LLC Schwab Strategic Tr Us Emergin Transaction History

San Luis Wealth Advisors LLC

$484 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$24.51 - $28.87 $15,122 - $17,812	-617 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$25.61 - $30.82 $15,801 - $19,015	617 New	617 $18,000

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

236M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.87 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

21.2M
Shares

$614 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$567 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$210 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$92.9 Million
3.96% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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