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

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

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spence Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Spence Asset Management with notifications on news.