Aureus Asset Management, LLC Schwab Strategic Tr Intl Eqty Transaction History

Aureus Asset Management, LLC

$1.51 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$38.15 - $40.84 $308,328 - $330,068	-8,082 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$35.74 - $38.15 $288,850 - $308,328	8,082 New	8,082 $304,000

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

$2.98 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.6 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.56 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.38 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$977 Million
6.47% of portfolio

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