Loring Wolcott & Coolidge Fiduciary Advisors LLP Schwab Strategic Tr Intl Small Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	SELL	$31.0 - $38.49 $434 - $538	-14 Reduced 8.75%	146 $5,000
Q1 2022 Apr 13, 2022	BUY	$34.89 - $41.24 $5,582 - $6,598	160 New	160 $6,000
Q4 2019 Jan 22, 2020	SELL	$31.2 - $34.65 $12,355 - $13,721	-396 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$31.72 - $32.37 $12,561 - $12,818	396 New	396 $13,000

Others Institutions Holding SCHC

# of Institutions

423

Shares Held

45.7M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

4.71M
Shares

$162 Million
0.12% of portfolio
Savant Capital, LLC

3.18M
Shares

$109 Million
1.04% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$57.6 Million
0.21% of portfolio
State Street Corp Boston, MA

1.53M
Shares

$52.5 Million
0.0% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.53M
Shares

$52.5 Million
0.18% of portfolio

View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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