W.G. Shaheen & Associates Dba Whitney & CO Schwab Strategic Tr Intl Eqty Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$910 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 07, 2019	SELL	N/A	-75 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-200 Reduced 72.73%	75 $2,000
Q1 2018 May 11, 2018	BUY	N/A	275 New	275 $9,000

Others Institutions Holding SCHF

# of Institutions

1,379

Shares Held

1.4B

Call Options Held

38.7K

Put Options Held

12.1K

Northwestern Mutual Wealth Management CO

335M
Shares

$6.69 Billion
5.26% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

181M
Shares

$3.61 Billion
11.33% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

172M
Shares

$3.44 Billion
6.73% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.42 Billion
11.16% of portfolio
Creative Planning Overland Park, KS

41.7M
Shares

$833 Million
0.75% of portfolio

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