Burt Wealth Advisors Schwab Strategic Tr Intl Eqty Transaction History

Burt Wealth Advisors

$378 Million
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	BUY	$35.71 - $39.11 $189,013 - $207,009	5,293 New	5,293 $206,000
Q1 2021 Apr 15, 2021	SELL	$35.74 - $38.15 $177,592 - $189,567	-4,969 Closed	0 $0
Q3 2020 Nov 10, 2020	SELL	$29.85 - $32.42 $23,820 - $25,871	-798 Reduced 13.84%	4,969 $156,000
Q2 2020 Aug 05, 2020	SELL	$24.62 - $31.42 $1,231 - $1,571	-50 Reduced 0.86%	5,767 $172,000
Q1 2020 Apr 29, 2020	SELL	$22.3 - $34.12 $16,279 - $24,907	-730 Reduced 11.15%	5,817 $150,000
Q4 2019 Jan 29, 2020	BUY	$30.95 - $33.72 $30 - $33	1 Added 0.02%	6,547 $220,000
Q3 2019 Oct 31, 2019	BUY	$31.56 - $32.18 $7,385 - $7,530	234 Added 3.71%	6,546 $209,000
Q2 2019 Aug 05, 2019	SELL	N/A	-302 Reduced 4.57%	6,312 $203,000
Q1 2019 Apr 24, 2019	BUY	N/A	1,301 Added 24.49%	6,614 $207,000
Q4 2018 Feb 08, 2019	SELL	N/A	-786 Reduced 12.89%	5,313 $151,000
Q3 2018 Oct 30, 2018	BUY	N/A	950 Added 18.45%	6,099 $204,000
Q2 2018 Jul 27, 2018	BUY	N/A	22 Added 0.43%	5,149 $170,000
Q1 2018 Apr 24, 2018	BUY	N/A	702 Added 15.86%	5,127 $173,000
Q4 2017 Jan 30, 2018	BUY	N/A	184 Added 4.34%	4,425 $151,000
Q3 2017 Nov 09, 2017	SELL	N/A	-306 Reduced 6.73%	4,241 $142,000
Q2 2017 Aug 07, 2017	BUY	N/A	4,547	4,547 $144,000

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

About SCHWAB STRATEGIC TR INTL EQTY

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