Spence Asset Management Schwab Strategic Tr Us Emergin Transaction History

Spence Asset Management

$412 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 09, 2018	SELL	N/A	-1,260 Closed	0 $0
Q2 2018 Jul 06, 2018	BUY	N/A	1,260 New	1,260 $33,000
Q1 2018 Apr 11, 2018	SELL	N/A	-23,545 Closed	0 $0
Q4 2017 Jan 25, 2018	BUY	N/A	23,545	23,545 $658,000

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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