Blue Chip Partners, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Blue Chip Partners, Inc.

$1.08 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	BUY	$31.13 - $37.19 $166,576 - $199,003	5,351 New	5,351 $168,000
Q1 2020 May 08, 2020	SELL	$22.3 - $34.12 $189,014 - $289,201	-8,476 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$30.95 - $33.72 $5,447 - $5,934	176 Added 2.12%	8,476 $285,000
Q3 2019 Oct 29, 2019	BUY	$31.56 - $32.18 $2,019 - $2,059	64 Added 0.78%	8,300 $264,000
Q1 2019 Apr 23, 2019	SELL	N/A	-639 Reduced 7.2%	8,236 $258,000
Q4 2018 Feb 05, 2019	BUY	N/A	259 Added 3.01%	8,875 $252,000
Q2 2018 Jul 25, 2018	SELL	N/A	-454 Reduced 5.01%	8,616 $285,000
Q1 2018 Apr 25, 2018	BUY	N/A	242 Added 2.74%	9,070 $306,000
Q4 2017 Jan 31, 2018	BUY	N/A	204 Added 2.37%	8,828 $301,000
Q3 2017 Nov 07, 2017	SELL	N/A	-2,534 Reduced 22.71%	8,624 $289,000
Q2 2017 Aug 07, 2017	BUY	N/A	11,158	11,158 $355,000

Others Institutions Holding SCHF

# of Institutions

1,210

Shares Held

860M

Call Options Held

38.3K

Put Options Held

600

Northwestern Mutual Wealth Management CO

147M
Shares

$2.91 Billion
5.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

118M
Shares

$2.34 Billion
0.87% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

80M
Shares

$1.59 Billion
11.44% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

78M
Shares

$1.55 Billion
6.68% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.42 Billion
11.16% of portfolio

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