Unique Wealth, LLC Schwab Strategic Tr Us Emergin Transaction History

Unique Wealth, LLC

$437 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 21, 2023	BUY	$23.66 - $25.54 $218,192 - $235,529	9,222 New	9,222 $227 Million

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$568 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$514 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$209 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$102 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$76.1 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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