Elmwood Wealth Management, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Elmwood Wealth Management, Inc.

$222 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$33.67 - $39.47 $25,488 - $29,878	-757 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$37.77 - $40.6 $37 - $40	1 Added 0.13%	757 $29,000
Q1 2021 May 13, 2021	BUY	$35.74 - $38.15 $35 - $38	1 Added 0.13%	756 $0
Q2 2020 Aug 13, 2020	SELL	$24.62 - $31.42 $68,665 - $87,630	-2,789 Reduced 78.7%	755 $22,000
Q1 2020 May 12, 2020	BUY	$22.3 - $34.12 $79,031 - $120,921	3,544 New	3,544 $0
Q4 2019 Feb 05, 2020	SELL	$30.95 - $33.72 $39,585 - $43,127	-1,279 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$31.56 - $32.18 $87,736 - $89,460	-2,780 Reduced 68.49%	1,279 $41,000
Q1 2019 May 22, 2019	SELL	N/A	-1 Reduced 0.02%	4,059 $127,000
Q4 2018 Feb 14, 2019	SELL	N/A	-189 Reduced 4.45%	4,060 $0
Q3 2018 Oct 11, 2018	SELL	N/A	-52 Reduced 1.21%	4,249 $142 Million
Q2 2018 Aug 22, 2018	BUY	N/A	757 Added 21.36%	4,301 $142 Million
Q1 2018 May 10, 2018	BUY	N/A	3,544 New	3,544 $119 Million

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

$2.98 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.6 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.56 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.38 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$977 Million
6.47% of portfolio

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