Whalerock Point Partners, LLC Schwab Strategic Tr Us Emergin Transaction History

Whalerock Point Partners, LLC

$404 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$29.81 - $32.7 $190,784 - $209,280	-6,400 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$30.78 - $34.63 $196,992 - $221,632	6,400 New	6,400 $0

Others Institutions Holding SCHE

# of Institutions

785

Shares Held

142M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$572 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$518 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$210 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$103 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$76.7 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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