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

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 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

1,270

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.98 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.59 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.56 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

$975 Million
6.47% of portfolio

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About SCHWAB STRATEGIC TR INTL EQTY

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