U.S. Capital Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

U.S. Capital Wealth Advisors, LLC

$3.03 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	BUY	$21.59 - $24.95 $171,705 - $198,427	7,953 New	7,953 $188,000

Others Institutions Holding SCHE

# of Institutions

796

Shares Held

140M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$579 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$524 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

8.37M
Shares

$228 Million
0.31% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$77.5 Million
4.21% of portfolio
Envestnet Asset Management Inc

2.43M
Shares

$66.3 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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