Souders Financial Advisors Schwab Strategic Tr Us Emergin Transaction History

Souders Financial Advisors

$639 Million
Q2 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 24, 2024	BUY	$23.04 - $24.89 $56,010 - $60,507	2,431 Added 2.08%	119,259 $2.96 Million
Q3 2023 Nov 06, 2023	BUY	$23.83 - $26.11 $186,040 - $203,840	7,807 Added 7.16%	116,828 $2.8 Million
Q2 2023 Aug 09, 2023	SELL	$23.66 - $25.54 $33,975 - $36,675	-1,436 Reduced 1.3%	109,021 $2.69 Million
Q1 2023 May 09, 2023	BUY	$23.32 - $26.39 $462,505 - $523,392	19,833 Added 21.88%	110,457 $2.71 Million
Q4 2022 Feb 13, 2023	BUY	$21.59 - $24.95 $141,392 - $163,397	6,549 Added 7.79%	90,624 $2.15 Million
Q3 2022 Nov 10, 2022	BUY	$22.4 - $25.83 $263,334 - $303,657	11,756 Added 16.26%	84,075 $1.88 Million
Q2 2022 Aug 05, 2022	BUY	$24.51 - $28.87 $195,981 - $230,844	7,996 Added 12.43%	72,319 $1.84 Million
Q1 2022 May 04, 2022	BUY	$25.61 - $30.82 $95,038 - $114,373	3,711 Added 6.12%	64,323 $1.79 Million
Q4 2021 Feb 04, 2022	BUY	$28.68 - $31.96 $186,190 - $207,484	6,492 Added 12.0%	60,612 $1.8 Million
Q3 2021 Nov 03, 2021	BUY	$29.81 - $32.7 $128,630 - $141,100	4,315 Added 8.66%	54,120 $1.65 Million
Q2 2021 Aug 09, 2021	BUY	$31.06 - $33.61 $96,192 - $104,090	3,097 Added 6.63%	49,805 $1.64 Million
Q1 2021 May 13, 2021	BUY	$30.78 - $34.63 $66,731 - $75,077	2,168 Added 4.87%	46,708 $1.48 Million
Q4 2020 Feb 09, 2021	BUY	$26.72 - $30.68 $24,315 - $27,918	910 Added 2.09%	44,540 $1.37 Million
Q3 2020 Nov 12, 2020	SELL	$24.69 - $27.71 $33,529 - $37,630	-1,358 Reduced 3.02%	43,630 $1.26 Million
Q2 2020 Aug 11, 2020	SELL	$19.87 - $25.05 $114,133 - $143,887	-5,744 Reduced 11.32%	44,988 $1.1 Million
Q1 2020 May 12, 2020	BUY	$18.68 - $28.22 $947,673 - $1.43 Million	50,732 New	50,732 $1.05 Million

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

236M

Call Options Held

13.7K

Put Options Held

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

View Full List

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