Wespac Advisors So Cal, LLC Schwab Strategic Tr Us Emergin Transaction History

Wespac Advisors So Cal, LLC

$426 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 16, 2018	SELL	N/A	-536 Closed	0 $0
Q4 2017 Feb 13, 2018	SELL	N/A	-42 Reduced 7.27%	536 $14,000
Q3 2017 Nov 03, 2017	BUY	N/A	578	578 $15,000

Others Institutions Holding SCHE

# of Institutions

778

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$586 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$530 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$215 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

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

2.84M
Shares

$78.5 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.