Brewin Dolphin LTD Schwab Strategic Tr Us Emergin Transaction History

Brewin Dolphin LTD

$2.08 Billion
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Nov 09, 2023	BUY	$19.87 - $25.05 $56,848 - $71,668	2,861 Added 88.3%	6,101 $149 Million
Q3 2017 Nov 09, 2023	BUY	N/A	3,240	3,240 $87.2 Million

Others Institutions Holding SCHE

# of Institutions

817

Shares Held

143M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

20.4M
Shares

$570 Million
0.53% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$522 Million
1.05% of portfolio
High Tower Advisors, LLC Chicago, IL

8.37M
Shares

$233 Million
0.31% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.48M
Shares

$97 Million
3.99% of portfolio
Wealth Enhancement Advisory Services, LLC

2.38M
Shares

$66.3 Million
0.14% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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