Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Ariel Esg (SAEF)
This table provides information about the institutional ownership of Schwab Strategic Tr Ariel Esg (SAEF) during Q3 2023. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR ARIEL ESG .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.8K+ 69.59% |
$1.22M - $1.4M
|
148K
$3.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 19.59% |
$54.7K - $62.7K
|
16.6K
$420K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.89K+ 471.75% |
$38K - $43.5K
|
2.29K
$57.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.98K- 21.91% |
$59.9K - $68.6K
|
10.6K
$268K
|