Rinkey Investments Schwab Strategic Tr Intl Eqty Transaction History

Rinkey Investments

$278 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	SELL	$34.48 - $36.54 $51,961 - $55,065	-1,507 Reduced 12.89%	10,187 $363,000
Q1 2023 May 12, 2023	BUY	$32.42 - $35.44 $680 - $744	21 Added 0.18%	11,694 $406,000
Q4 2022 Feb 13, 2023	SELL	$28.0 - $33.87 $3,528 - $4,267	-126 Reduced 1.07%	11,673 $375,000
Q3 2022 Nov 14, 2022	BUY	$28.01 - $33.61 $25,965 - $31,156	927 Added 8.53%	11,799 $387,000
Q2 2022 Aug 09, 2022	BUY	$31.13 - $37.19 $19,269 - $23,020	619 Added 6.04%	10,872 $356,000
Q1 2022 May 09, 2022	BUY	$33.67 - $39.47 $875 - $1,026	26 Added 0.25%	10,253 $353,000
Q4 2021 Feb 17, 2022	BUY	$37.77 - $40.6 $386,273 - $415,216	10,227 New	10,227 $403,000

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

$2.91 Billion
5.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

118M
Shares

$2.34 Billion
0.87% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

80M
Shares

$1.59 Billion
11.44% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

78M
Shares

$1.55 Billion
6.68% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.42 Billion
11.16% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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