Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Ariel Esg (SAEF)
This table provides information about the institutional ownership of Schwab Strategic Tr Ariel Esg (SAEF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64.1K+ 43.3% |
$1.19M - $1.51M
|
212K
$5.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
394New |
$7.29K - $9.27K
|
394
$10.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
109+ 0.66% |
$2.02K - $2.56K
|
16.7K
$452K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.01K- 44.21% |
$18.7K - $23.8K
|
1.28K
$34.5K
|