New England Capital Financial Advisors LLC Schwab Strategic Tr Intl Eqty Transaction History

New England Capital Financial Advisors LLC

$193 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 01, 2024	BUY	$32.37 - $37.01 $5,341 - $6,106	165 Added 7.5%	2,365 $87.4 Million
Q2 2023 Aug 02, 2023	SELL	$34.48 - $36.54 $48,271 - $51,156	-1,400 Reduced 38.89%	2,200 $78.4 Million
Q4 2022 Feb 03, 2023	BUY	$28.0 - $33.87 $100,800 - $121,931	3,600 New	3,600 $125 Million

Others Institutions Holding SCHF

# of Institutions

1,270

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.99 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

$1.57 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

$980 Million
6.47% of portfolio

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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