Sawtooth Solutions, LLC Schwab Strategic Tr Us Emergin Transaction History

Sawtooth Solutions, LLC

$3.64 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 08, 2019	SELL	N/A	-11,940 Closed	0 $0
Q1 2019 May 10, 2019	BUY	N/A	11,940 New	11,940 $311,000

Others Institutions Holding SCHE

# of Institutions

779

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$588 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$532 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$216 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$106 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$78.7 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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