Msh Capital Advisors LLC Schwab Strategic Tr Intl Eqty Transaction History

Msh Capital Advisors LLC

$318 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	SELL	$18.41 - $40.87 $160,774 - $356,917	-8,733 Closed	0 $0
Q2 2023 Feb 13, 2025	SELL	$34.48 - $36.54 $205,431 - $217,705	-5,958 Closed	0 $0
Q1 2023 Feb 13, 2025	SELL	$32.42 - $35.44 $8,753 - $9,568	-270 Reduced 4.34%	5,958 $207 Million
Q4 2022 Feb 13, 2025	SELL	$28.0 - $33.87 $28,140 - $34,039	-1,005 Reduced 13.89%	6,228 $201 Million
Q3 2022 Feb 13, 2025	BUY	$28.01 - $33.61 $202,596 - $243,101	7,233 New	7,233 $203 Million
Q2 2022 Feb 13, 2025	SELL	$31.13 - $37.19 $66,867 - $79,884	-2,148 Reduced 19.74%	8,733 $275 Million
Q1 2022 Feb 13, 2025	BUY	$33.67 - $39.47 $165,252 - $193,718	4,908 Added 82.17%	10,881 $400 Million
Q4 2021 Feb 13, 2025	BUY	$37.77 - $40.6 $225,600 - $242,503	5,973 New	5,973 $232 Million

Others Institutions Holding SCHF

# of Institutions

1,359

Shares Held

1.4B

Call Options Held

44.2K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

335M
Shares

$6.69 Billion
5.26% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

181M
Shares

$3.61 Billion
11.33% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

172M
Shares

$3.44 Billion
6.73% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.42 Billion
11.16% of portfolio
Creative Planning Overland Park, KS

41.7M
Shares

$833 Million
0.75% of portfolio

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