Bcs Wealth Management Schwab Strategic Tr Intl Eqty Transaction History

Bcs Wealth Management

$235 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 10, 2024	BUY	$35.71 - $39.11 $797,368 - $873,287	22,329 Added 17.11%	152,865 $5.97 Million
Q4 2023 Jan 11, 2024	BUY	$32.37 - $37.01 $75,130 - $85,900	2,321 Added 1.81%	130,536 $4.83 Million
Q3 2023 Oct 12, 2023	BUY	$33.82 - $36.71 $4.34 Million - $4.71 Million	128,215 New	128,215 $4.35 Million
Q1 2023 Apr 10, 2023	BUY	$32.42 - $35.44 $94,860 - $103,697	2,926 Added 1.99%	149,701 $5.21 Million
Q4 2022 Jan 10, 2023	SELL	$28.0 - $33.87 $32,704 - $39,560	-1,168 Reduced 0.79%	146,775 $4.73 Million
Q3 2022 Oct 07, 2022	BUY	$28.01 - $33.61 $197,246 - $236,681	7,042 Added 5.0%	147,943 $4.16 Million
Q2 2022 Jul 29, 2022	BUY	$31.13 - $37.19 $3,642 - $4,351	117 Added 0.08%	140,901 $4.43 Million
Q1 2022 Apr 28, 2022	SELL	$33.67 - $39.47 $549,427 - $644,071	-16,318 Reduced 10.39%	140,784 $5.17 Million
Q4 2021 Jan 18, 2022	BUY	$37.77 - $40.6 $660,408 - $709,891	17,485 Added 12.52%	157,102 $6.11 Million
Q3 2021 Oct 25, 2021	BUY	$38.35 - $40.79 $477,342 - $507,713	12,447 Added 9.79%	139,617 $5.4 Million
Q2 2021 Jul 21, 2021	BUY	$38.15 - $40.84 $134,898 - $144,410	3,536 Added 2.86%	127,170 $5.02 Million
Q1 2021 Apr 28, 2021	BUY	$35.74 - $38.15 $159,007 - $169,729	4,449 Added 3.73%	123,634 $4.65 Million
Q4 2020 Jan 21, 2021	BUY	$30.32 - $36.26 $234,282 - $280,181	7,727 Added 6.93%	119,185 $4.29 Million
Q3 2020 Oct 23, 2020	BUY	$29.85 - $32.42 $45,789 - $49,732	1,534 Added 1.4%	111,458 $3.5 Million
Q2 2020 Jul 21, 2020	BUY	$24.62 - $31.42 $156,189 - $199,328	6,344 Added 6.12%	109,924 $3.27 Million
Q1 2020 Apr 10, 2020	BUY	$22.3 - $34.12 $624,221 - $955,087	27,992 Added 37.03%	103,580 $2.68 Million
Q4 2019 Feb 10, 2020	BUY	$30.95 - $33.72 $2.34 Million - $2.55 Million	75,588 New	75,588 $2.54 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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