York Bridge Wealth Partners, LLC Schwab Strategic Tr Us Emergin Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 10, 2018	SELL	N/A	0 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-350 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	350	350 $9,000

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

237M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.93 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

22.1M
Shares

$653 Million
0.63% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$578 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$214 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$94.6 Million
3.96% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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