Fiduciary Alliance LLC Schwab Strategic Tr Us Emergin Transaction History

Fiduciary Alliance LLC

$989 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 18, 2023	BUY	$23.66 - $25.54 $151,447 - $163,481	6,401 New	6,401 $158 Million
Q4 2022 Jan 19, 2023	BUY	$21.59 - $24.95 $133,231 - $153,966	6,171 New	6,171 $146 Million

Others Institutions Holding SCHE

# of Institutions

809

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

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

2.84M
Shares

$78.5 Million
4.21% 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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