Walker Financial Services, Inc. Schwab Strategic Tr Us Emergin Transaction History

Walker Financial Services, Inc.

$128 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jun 06, 2023	SELL	$24.51 - $28.87 $218,237 - $257,058	-8,904 Closed	0 $0
Q1 2022 Jun 06, 2023	BUY	$25.61 - $30.82 $228,031 - $274,421	8,904 New	8,904 $247 Million

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

237M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.98 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

22.1M
Shares

$664 Million
0.63% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$587 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$218 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$96.2 Million
3.96% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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