Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	BUY	$23.47 - $25.45 $156,685 - $169,904	6,676 New	6,676 $168,000
Q1 2023 May 08, 2023	SELL	$23.32 - $26.39 $42,372 - $47,950	-1,817 Reduced 17.93%	8,315 $203,000
Q4 2022 Jan 12, 2023	SELL	$21.59 - $24.95 $1.32 Million - $1.52 Million	-61,015 Reduced 85.76%	10,132 $0
Q3 2022 Nov 03, 2022	SELL	$22.4 - $25.83 $175,974 - $202,920	-7,856 Reduced 9.94%	71,147 $1.59 Million
Q2 2022 Jul 14, 2022	SELL	$24.51 - $28.87 $66,961 - $78,872	-2,732 Reduced 3.34%	79,003 $2.01 Million
Q1 2022 Apr 14, 2022	BUY	$25.61 - $30.82 $71,426 - $85,956	2,789 Added 3.53%	81,735 $2.27 Million
Q4 2021 Jan 18, 2022	BUY	$28.68 - $31.96 $104,251 - $116,174	3,635 Added 4.83%	78,946 $2.34 Million
Q3 2021 Oct 28, 2021	BUY	$29.81 - $32.7 $167,591 - $183,839	5,622 Added 8.07%	75,311 $2.3 Million
Q2 2021 Jul 15, 2021	BUY	$31.06 - $33.61 $139,428 - $150,875	4,489 Added 6.88%	69,689 $2.29 Million
Q1 2021 Apr 22, 2021	BUY	$30.78 - $34.63 $245,716 - $276,451	7,983 Added 13.95%	65,200 $2.1 Million
Q4 2020 Jan 21, 2021	BUY	$26.72 - $30.68 $115,510 - $132,629	4,323 Added 8.17%	57,217 $1.75 Million
Q3 2020 Nov 02, 2020	BUY	$24.69 - $27.71 $1.31 Million - $1.47 Million	52,894 New	52,894 $1.42 Million

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

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