Advisor Resource Council Schwab Strategic Tr Intl Eqty Transaction History

Advisor Resource Council

$298 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$32.37 - $37.01 $2.96 Million - $3.38 Million	91,289 New	91,289 $3.37 Million
Q2 2022 Jul 27, 2022	BUY	$31.13 - $37.19 $3.24 Million - $3.87 Million	103,976 New	103,976 $3.27 Million
Q1 2022 Apr 20, 2022	SELL	$33.67 - $39.47 $3.3 Million - $3.87 Million	-98,103 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$37.77 - $40.6 $3.71 Million - $3.98 Million	98,103 New	98,103 $3.81 Million
Q3 2021 Nov 16, 2021	SELL	$38.35 - $40.79 $3.35 Million - $3.56 Million	-87,314 Closed	0 $0
Q2 2021 Aug 19, 2021	BUY	$38.15 - $40.84 $3.2 Million - $3.43 Million	83,869 Added 2434.51%	87,314 $3.45 Million
Q2 2021 Aug 13, 2021	BUY	$38.15 - $40.84 $131,426 - $140,693	3,445 New	3,445 $0

Others Institutions Holding SCHF

# of Institutions

1,268

Shares Held

773M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.96 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.58 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.55 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.37 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$969 Million
6.47% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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