Indie Asset Partners, LLC Schwab Strategic Tr Intl Eqty Transaction History

Indie Asset Partners, LLC

$129 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	SELL	$32.42 - $35.44 $251,903 - $275,368	-7,770 Reduced 35.45%	14,146 $492,000
Q4 2022 Feb 01, 2023	BUY	$28.0 - $33.87 $56 - $67	2 Added 0.01%	21,916 $705,000
Q2 2022 Aug 12, 2022	BUY	$31.13 - $37.19 $31 - $37	1 Added 0.0%	21,914 $689,000
Q1 2022 May 10, 2022	BUY	$33.67 - $39.47 $33 - $39	1 Added 0.0%	21,913 $805,000
Q4 2021 Feb 11, 2022	BUY	$37.77 - $40.6 $55,786 - $59,966	1,477 Added 7.23%	21,912 $852,000
Q3 2021 Nov 09, 2021	SELL	$38.35 - $40.79 $72,865 - $77,501	-1,900 Reduced 8.51%	20,435 $791,000
Q2 2021 Aug 11, 2021	BUY	$38.15 - $40.84 $38 - $40	1 Added 0.0%	22,335 $881,000
Q1 2021 May 13, 2021	SELL	$35.74 - $38.15 $14,474 - $15,450	-405 Reduced 1.78%	22,334 $840,000
Q4 2020 Feb 09, 2021	SELL	$30.32 - $36.26 $15,099 - $18,057	-498 Reduced 2.14%	22,739 $819,000
Q3 2020 Nov 13, 2020	SELL	$29.85 - $32.42 $1,791 - $1,945	-60 Reduced 0.26%	23,237 $730,000
Q2 2020 Aug 12, 2020	BUY	$24.62 - $31.42 $573,572 - $731,991	23,297 New	23,297 $732,000
Q1 2020 May 13, 2020	SELL	$22.3 - $34.12 $153,936 - $235,530	-6,903 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$30.95 - $33.72 $213,647 - $232,769	6,903 New	6,903 $232,000

Others Institutions Holding SCHF

# of Institutions

1,268

Shares Held

773M

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

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 Indie Asset Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Indie Asset Partners, LLC with notifications on news.