Colonial Trust Advisors Schwab Strategic Tr Intl Eqty Transaction History

Colonial Trust Advisors

$1.04 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$32.37 - $37.01 $194 - $222	6 Added 2.07%	296 $10,000
Q2 2023 Aug 14, 2023	BUY	$34.48 - $36.54 $103 - $109	3 Added 1.05%	290 $10,000
Q4 2022 Feb 14, 2023	BUY	$28.0 - $33.87 $8,036 - $9,720	287 New	287 $9,000

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

$2.88 Billion
5.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

118M
Shares

$2.32 Billion
0.87% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

80M
Shares

$1.57 Billion
11.44% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

78M
Shares

$1.53 Billion
6.68% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.4 Billion
11.16% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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