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

Whalerock Point Partners, LLC

$414 Million
Q4 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

830

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

Creative Planning Overland Park, KS

20.4M
Shares

$564 Million
0.53% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$516 Million
1.05% of portfolio
High Tower Advisors, LLC Chicago, IL

8.37M
Shares

$231 Million
0.31% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.48M
Shares

$95.9 Million
3.99% of portfolio
Wealth Enhancement Advisory Services, LLC

2.38M
Shares

$65.5 Million
0.14% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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