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

Bedel Financial Consulting, Inc.

$716 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$31.13 - $37.19 $50,150 - $59,913	-1,611 Closed	0 $0
Q1 2022 Apr 19, 2022	SELL	$33.67 - $39.47 $6,936 - $8,130	-206 Reduced 11.34%	1,611 $59,000
Q3 2021 Oct 12, 2021	SELL	$38.35 - $40.79 $33,824 - $35,976	-882 Reduced 32.68%	1,817 $70,000
Q2 2021 Aug 03, 2021	BUY	$38.15 - $40.84 $31,168 - $33,366	817 Added 43.41%	2,699 $106,000
Q1 2021 Apr 26, 2021	SELL	$35.74 - $38.15 $3,431 - $3,662	-96 Reduced 4.85%	1,882 $71,000
Q4 2020 Feb 02, 2021	SELL	$30.32 - $36.26 $8,368 - $10,007	-276 Reduced 12.24%	1,978 $71,000
Q2 2020 Jul 14, 2020	BUY	$24.62 - $31.42 $1,280 - $1,633	52 Added 2.36%	2,254 $67,000
Q1 2020 May 06, 2020	SELL	$22.3 - $34.12 $60,210 - $92,124	-2,700 Reduced 55.08%	2,202 $57,000
Q4 2019 Jan 28, 2020	BUY	$30.95 - $33.72 $5,509 - $6,002	178 Added 3.77%	4,902 $165,000
Q3 2019 Oct 09, 2019	BUY	$31.56 - $32.18 $18,399 - $18,760	583 Added 14.08%	4,724 $151,000
Q2 2019 Aug 01, 2019	BUY	N/A	1,115 Added 36.85%	4,141 $133,000
Q1 2019 May 02, 2019	BUY	N/A	218 Added 7.76%	3,026 $95,000
Q4 2018 Jan 28, 2019	SELL	N/A	-819 Reduced 22.58%	2,808 $80,000
Q3 2018 Nov 01, 2018	BUY	N/A	1,498 Added 70.36%	3,627 $115,000
Q2 2018 Jul 18, 2018	BUY	N/A	1,088 Added 104.51%	2,129 $70,000
Q1 2018 May 03, 2018	BUY	N/A	1,041 New	1,041 $35,000

Others Institutions Holding SCHF

# of Institutions

1,270

Shares Held

774M

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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