M Holdings Securities, Inc. Schwab Strategic Tr Intl Eqty Transaction History

M Holdings Securities, Inc.

$771 Million
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 18, 2018	SELL	N/A	-26,712 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	N/A	1,273 Added 5.0%	26,712 $307,000
Q3 2017 Nov 15, 2017	BUY	N/A	10,685 Added 72.42%	25,439 $851,000
Q2 2017 Aug 22, 2017	BUY	N/A	14,754	14,754 $469,000

Others Institutions Holding SCHF

# of Institutions

1,194

Shares Held

858M

Call Options Held

38.3K

Put Options Held

600

Northwestern Mutual Wealth Management CO

147M
Shares

$5.98 Billion
5.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

118M
Shares

$4.81 Billion
0.87% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

80M
Shares

$3.26 Billion
11.44% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

78M
Shares

$3.18 Billion
6.68% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$2.91 Billion
11.16% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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