Tower View Investment Management & Research LLC Schwab Strategic Tr Us Emergin Transaction History

Tower View Investment Management & Research LLC

$165 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Jan 04, 2019	SELL	N/A	-212 Closed	0 $0
Q1 2018 Apr 10, 2018	BUY	N/A	15 Added 7.61%	212 $6,000
Q4 2017 Jan 24, 2018	BUY	N/A	197	197 $6,000

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

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