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

New England Capital Financial Advisors LLC

$179 Billion
Q2 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

1,210

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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About SCHWAB STRATEGIC TR INTL EQTY

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