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

Whalerock Point Partners, LLC

$406 Million
Q1 2025

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

854

Shares Held

149M

Call Options Held

30.5K

Put Options Held

300

Creative Planning Overland Park, KS

19.5M
Shares

$606 Million
0.51% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.2M
Shares

$563 Million
1.08% of portfolio
High Tower Advisors, LLC Chicago, IL

9.86M
Shares

$306 Million
0.38% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.59M
Shares

$111 Million
4.22% of portfolio
Us Bancorp \De\

3.45M
Shares

$107 Million
0.13% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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