Ten Capital Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History

Ten Capital Wealth Advisors, LLC

$341 Million
Q2 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$32.42 - $35.44 $174,678 - $190,950	5,388 Added 387.07%	6,780 $235,000
Q4 2022 Feb 09, 2023	BUY	$28.0 - $33.87 $35,168 - $42,540	1,256 Added 923.53%	1,392 $44,000
Q1 2022 May 09, 2022	SELL	$33.67 - $39.47 $16,262 - $19,064	-483 Reduced 78.03%	136 $5,000
Q4 2021 Jan 28, 2022	BUY	$37.77 - $40.6 $14,390 - $15,468	381 Added 160.08%	619 $24,000
Q3 2021 Nov 12, 2021	SELL	$38.35 - $40.79 $326,281 - $347,041	-8,508 Reduced 97.28%	238 $9,000
Q2 2021 Aug 12, 2021	SELL	$38.15 - $40.84 $49,900 - $53,418	-1,308 Reduced 13.01%	8,746 $345,000
Q1 2021 May 13, 2021	BUY	$35.74 - $38.15 $39,671 - $42,346	1,110 Added 12.41%	10,054 $378,000
Q3 2020 Nov 16, 2020	BUY	$29.85 - $32.42 $266,978 - $289,964	8,944 New	8,944 $281,000

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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