Gerber Kawasaki Wealth & Investment Management Schwab Strategic Tr Intl Eqty Transaction History

Gerber Kawasaki Wealth & Investment Management

$1.98 Billion
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	$31.13 - $37.19 $910,957 - $1.09 Million	-29,263 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$33.67 - $39.47 $56,161 - $65,835	-1,668 Reduced 5.39%	29,263 $2.31 Million
Q4 2021 Feb 11, 2022	BUY	$37.77 - $40.6 $1.08 Million - $1.17 Million	28,708 Added 1291.41%	30,931 $2.27 Million
Q3 2021 Nov 15, 2021	BUY	$38.35 - $40.79 $85,252 - $90,676	2,223 New	2,223 $86,000

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

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 Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Account