Bedel Financial Consulting, Inc. Schwab Strategic Tr Intl Small Transaction History

Bedel Financial Consulting, Inc.

$691 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$31.0 - $38.49 $63,519 - $78,866	-2,049 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$34.89 - $41.24 $34 - $41	1 Added 0.05%	2,049 $78,000
Q4 2021 Jan 11, 2022	BUY	$39.06 - $43.63 $1,288 - $1,439	33 Added 1.64%	2,048 $84,000
Q3 2021 Oct 12, 2021	SELL	$40.41 - $44.08 $1,131 - $1,234	-28 Reduced 1.37%	2,015 $84,000
Q2 2021 Aug 03, 2021	BUY	$40.16 - $43.04 $281 - $301	7 Added 0.34%	2,043 $85,000
Q1 2021 Apr 26, 2021	BUY	$37.4 - $40.42 $48,470 - $52,384	1,296 Added 175.14%	2,036 $80,000
Q2 2020 Jul 14, 2020	BUY	$23.02 - $31.17 $644 - $872	28 Added 3.93%	740 $22,000
Q3 2019 Oct 09, 2019	SELL	$31.72 - $32.37 $3,489 - $3,560	-110 Reduced 13.38%	712 $23,000
Q3 2018 Nov 01, 2018	BUY	N/A	392 Added 91.16%	822 $27,000
Q2 2018 Jul 18, 2018	BUY	N/A	188 Added 77.69%	430 $16,000
Q1 2018 May 03, 2018	BUY	N/A	242 New	242 $9,000

Others Institutions Holding SCHC

# of Institutions

411

Shares Held

88M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

39.7M
Shares

$1.51 Billion
0.27% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4.47M
Shares

$170 Million
0.11% of portfolio
Savant Capital, LLC

3.5M
Shares

$133 Million
1.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.35M
Shares

$89.4 Million
0.26% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$65.7 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

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