Vanguard Personalized Indexing Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Vanguard Personalized Indexing Management, LLC

$5.26 Billion
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	BUY	$21.59 - $24.95 $480,614 - $555,411	22,261 New	22,261 $526,000
Q2 2020 Jul 27, 2020	SELL	$19.87 - $25.05 $5.45 Million - $6.87 Million	-274,316 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$18.68 - $28.22 $5.12 Million - $7.74 Million	274,316 New	274,316 $5.68 Million

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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About SCHWAB STRATEGIC TR US EMERGIN

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