Aries Wealth Management Schwab Strategic Tr Intl Eqty Transaction History

Aries Wealth Management

$359 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$31.13 - $37.19 $2.17 Million - $2.59 Million	-69,563 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$33.67 - $39.47 $2.34 Million - $2.75 Million	69,563 New	69,563 $2.55 Million

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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