Wealthsource Partners, LLC Schwab Strategic Tr Intl Small Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 15, 2019	SELL	N/A	-6,642 Closed	0 $0
Q2 2019 Aug 09, 2019	SELL	N/A	-83 Reduced 1.23%	6,642 $217,000
Q1 2019 May 16, 2019	BUY	N/A	6,725 New	6,725 $217,000

Others Institutions Holding SCHC

# of Institutions

405

Shares Held

88.1M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

39.2M
Shares

$1.4 Billion
1.93% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4.42M
Shares

$157 Million
0.11% of portfolio
Savant Capital, LLC

3.64M
Shares

$130 Million
1.51% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.27M
Shares

$80.9 Million
0.25% of portfolio
Envestnet Asset Management Inc

1.82M
Shares

$64.9 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

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