Selective Wealth Management, Inc. Schwab Strategic Tr Us Emergin Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	BUY	$24.51 - $28.87 $245 - $288	10 Added 0.29%	3,444 $87,000
Q1 2022 Apr 20, 2022	BUY	$25.61 - $30.82 $51 - $61	2 Added 0.06%	3,434 $95,000
Q4 2021 Jan 18, 2022	BUY	$28.68 - $31.96 $2,064 - $2,301	72 Added 2.14%	3,432 $102,000
Q2 2021 Aug 04, 2021	BUY	$31.06 - $33.61 $652 - $705	21 Added 0.63%	3,360 $0
Q4 2020 Jan 22, 2021	BUY	$26.72 - $30.68 $1,549 - $1,779	58 Added 1.77%	3,339 $102,000
Q2 2020 Jul 15, 2020	BUY	$19.87 - $25.05 $298 - $375	15 Added 0.46%	3,281 $80,000
Q4 2019 Jan 10, 2020	BUY	$24.83 - $27.51 $2,110 - $2,338	85 Added 2.67%	3,266 $90,000
Q3 2019 Oct 29, 2019	BUY	$25.08 - $25.94 $79,779 - $82,515	3,181 New	3,181 $80,000
Q1 2019 Apr 04, 2019	SELL	N/A	-116 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	N/A	116 New	116 $3,000

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

$589 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$533 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$217 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

$78.9 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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