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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$31.13 - $37.19 $37,511 - $44,813	-1,205 Reduced 46.98%	1,360 $43,000
Q1 2022 Apr 13, 2022	BUY	$33.67 - $39.47 $86,363 - $101,240	2,565 New	2,565 $94,000

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

$2.88 Billion
5.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

118M
Shares

$2.32 Billion
0.87% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

80M
Shares

$1.57 Billion
11.44% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

78M
Shares

$1.53 Billion
6.68% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.4 Billion
11.16% of portfolio

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