Trust Point Inc. Schwab Strategic Tr Us Emergin Transaction History

Trust Point Inc.

$1.1 Trillion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$26.63 - $30.23 $274,075 - $311,127	10,292 New	10,292 $274 Million

Others Institutions Holding SCHE

# of Institutions

847

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

Creative Planning Overland Park, KS

20.1M
Shares

$575 Million
0.52% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.2M
Shares

$520 Million
1.08% of portfolio
High Tower Advisors, LLC Chicago, IL

9.86M
Shares

$282 Million
0.38% of portfolio
Us Bancorp \De\

3.65M
Shares

$105 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.59M
Shares

$103 Million
4.22% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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