Youngs Advisory Group, Inc. Schwab Strategic Tr Us Emergin Transaction History

Youngs Advisory Group, Inc.

$227 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$24.51 - $28.87 $203,653 - $239,880	-8,309 Closed	0 $0
Q3 2021 Oct 15, 2021	BUY	$29.81 - $32.7 $247,691 - $271,704	8,309 New	8,309 $253,000

Others Institutions Holding SCHE

# of Institutions

769

Shares Held

239M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.86 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

21.2M
Shares

$613 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$566 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$210 Million
0.3% of portfolio
Us Bancorp \De\

3.81M
Shares

$110 Million
0.14% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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