Edgestream Partners, L.P. Schwab Strategic Tr Intl Eqty Transaction History

Edgestream Partners, L.P.

$2.23 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$35.71 - $39.11 $369,669 - $404,866	10,352 New	10,352 $403,000

Others Institutions Holding SCHF

# of Institutions

1,270

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$3.03 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.62 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.59 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.4 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$993 Million
6.47% of portfolio

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