Tri Star Advisors Inc. Schwab Strategic Tr Long Term Transaction History

Tri Star Advisors Inc.

$5.9 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 12, 2022	SELL	$35.46 - $41.9 $90,245 - $106,635	-2,545 Reduced 17.64%	11,886 $423,000
Q2 2022 Jul 26, 2022	BUY	$38.14 - $45.87 $550,398 - $661,949	14,431 New	14,431 $584,000

Others Institutions Holding SCHQ

# of Institutions

108

Shares Held

17.9M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

3.8M
Shares

$120 Million
0.04% of portfolio
Total Investment Management Inc Scottsdale, AZ

3.11M
Shares

$98.2 Million
13.37% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.39M
Shares

$43.9 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

1.01M
Shares

$31.8 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

965K
Shares

$30.5 Million
0.11% of portfolio

About SCHWAB STRATEGIC TR LONG-TERM

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