Souders Financial Advisors Schwab Strategic Tr Intl Eqty Transaction History

Souders Financial Advisors

$683 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	BUY	$32.37 - $37.01 $44,864 - $51,295	1,386 Added 1.19%	117,658 $4.35 Million
Q3 2023 Nov 06, 2023	BUY	$33.82 - $36.71 $5,478 - $5,947	162 Added 0.14%	116,272 $3.95 Million
Q2 2023 Aug 09, 2023	SELL	$34.48 - $36.54 $139,885 - $148,242	-4,057 Reduced 3.38%	116,110 $4.14 Million
Q1 2023 May 09, 2023	SELL	$32.42 - $35.44 $86,626 - $94,695	-2,672 Reduced 2.18%	120,167 $4.18 Million
Q4 2022 Feb 13, 2023	BUY	$28.0 - $33.87 $75,488 - $91,313	2,696 Added 2.24%	122,839 $3.96 Million
Q3 2022 Nov 10, 2022	BUY	$28.01 - $33.61 $256,319 - $307,565	9,151 Added 8.24%	120,143 $3.38 Million
Q2 2022 Aug 05, 2022	BUY	$31.13 - $37.19 $199,730 - $238,611	6,416 Added 6.14%	110,992 $3.49 Million
Q1 2022 May 04, 2022	BUY	$33.67 - $39.47 $114,006 - $133,645	3,386 Added 3.35%	104,576 $3.84 Million
Q4 2021 Feb 04, 2022	BUY	$37.77 - $40.6 $250,603 - $269,381	6,635 Added 7.02%	101,190 $3.93 Million
Q3 2021 Nov 03, 2021	BUY	$38.35 - $40.79 $167,282 - $177,925	4,362 Added 4.84%	94,555 $3.66 Million
Q2 2021 Aug 09, 2021	BUY	$38.15 - $40.84 $92,361 - $98,873	2,421 Added 2.76%	90,193 $3.56 Million
Q1 2021 May 13, 2021	BUY	$35.74 - $38.15 $121,408 - $129,595	3,397 Added 4.03%	87,772 $3.3 Million
Q4 2020 Feb 09, 2021	BUY	$30.32 - $36.26 $35,807 - $42,823	1,181 Added 1.42%	84,375 $3.04 Million
Q3 2020 Nov 12, 2020	BUY	$29.85 - $32.42 $204,323 - $221,914	6,845 Added 8.97%	83,194 $2.81 Million
Q2 2020 Aug 11, 2020	SELL	$24.62 - $31.42 $339,362 - $433,093	-13,784 Reduced 15.29%	76,349 $2.27 Million
Q1 2020 May 12, 2020	BUY	$22.3 - $34.12 $2.01 Million - $3.08 Million	90,133 New	90,133 $2.33 Million

Others Institutions Holding SCHF

# of Institutions

1,268

Shares Held

773M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.96 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.58 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.55 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.37 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$969 Million
6.47% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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