Steel Peak Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History

Steel Peak Wealth Management LLC

$2.12 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	BUY	$28.0 - $33.87 $943,768 - $1.14 Million	33,706 New	33,706 $0
Q3 2021 Nov 15, 2021	SELL	$38.35 - $40.79 $363,903 - $387,056	-9,489 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$38.15 - $40.84 $1,678 - $1,796	44 Added 0.47%	9,489 $374,000
Q1 2021 May 18, 2021	BUY	$35.74 - $38.15 $53,109 - $56,690	1,486 Added 18.67%	9,445 $355,000
Q4 2020 Feb 04, 2021	BUY	$30.32 - $36.26 $7,974 - $9,536	263 Added 3.42%	7,959 $287,000
Q3 2020 Oct 26, 2020	SELL	$29.85 - $32.42 $48,416 - $52,585	-1,622 Reduced 17.41%	7,696 $242,000
Q2 2020 Jul 21, 2020	SELL	$24.62 - $31.42 $137,034 - $174,883	-5,566 Reduced 37.4%	9,318 $277,000
Q1 2020 Apr 16, 2020	SELL	$22.3 - $34.12 $10.9 Million - $16.6 Million	-487,401 Reduced 97.04%	14,884 $385,000
Q4 2019 Feb 06, 2020	BUY	$30.95 - $33.72 $15.5 Million - $16.9 Million	502,285 New	502,285 $16.9 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

$2.91 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

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