Thompson Davis & Co., Inc. Schwab Strategic Tr Us Emergin Transaction History

Thompson Davis & Co., Inc.

$124 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$28.68 - $31.96 $5,305 - $5,912	-185 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	185 New	185 $5,000

Others Institutions Holding SCHE

# of Institutions

856

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

Creative Planning Overland Park, KS

20.1M
Shares

$622 Million
0.52% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.2M
Shares

$562 Million
1.08% of portfolio
High Tower Advisors, LLC Chicago, IL

9.86M
Shares

$305 Million
0.38% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.59M
Shares

$111 Million
4.22% of portfolio
Us Bancorp \De\

3.45M
Shares

$107 Million
0.13% of portfolio

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