Briggs Advisory Group, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Briggs Advisory Group, Inc.

$174 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$31.13 - $37.19 $1.32 Million - $1.57 Million	-42,265 Closed	0 $0
Q4 2021 Jan 27, 2022	BUY	$37.77 - $40.6 $1.6 Million - $1.72 Million	42,265 New	42,265 $1.64 Million

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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