Capital Advisory Group Advisory Services, LLC Schwab Strategic Tr Intl Eqty Transaction History

Capital Advisory Group Advisory Services, LLC

$233 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 14, 2020	SELL	$24.62 - $31.42 $3,028 - $3,864	-123 Closed	0 $0
Q1 2020 May 18, 2020	SELL	$22.3 - $34.12 $70,534 - $107,921	-3,163 Reduced 96.26%	123 $3,000
Q4 2019 Feb 14, 2020	BUY	$30.95 - $33.72 $97,894 - $106,656	3,163 Added 2571.54%	3,286 $110,000
Q2 2018 May 28, 2020	SELL	N/A	-250 Reduced 67.02%	123 $4,000
Q1 2018 May 28, 2020	BUY	N/A	373 New	373 $12,000

Others Institutions Holding SCHF

# of Institutions

1,196

Shares Held

858M

Call Options Held

38.3K

Put Options Held

600

Northwestern Mutual Wealth Management CO

147M
Shares

$5.96 Billion
5.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

118M
Shares

$4.8 Billion
0.87% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

80M
Shares

$3.25 Billion
11.44% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

78M
Shares

$3.17 Billion
6.68% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$2.9 Billion
11.16% of portfolio

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisory Group Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisory Group Advisory Services, LLC with notifications on news.

Account