Youngs Advisory Group, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Youngs Advisory Group, Inc.

$241 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 28, 2020	SELL	$24.62 - $31.42 $7.76 Million - $9.9 Million	-315,219 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	$22.3 - $34.12 $125,883 - $192,607	-5,645 Reduced 1.76%	315,219 $8.15 Million
Q4 2019 Feb 04, 2020	SELL	$30.95 - $33.72 $332,062 - $361,781	-10,729 Reduced 3.24%	320,864 $10.8 Million
Q3 2019 Oct 29, 2019	SELL	$31.56 - $32.18 $159,251 - $162,380	-5,046 Reduced 1.5%	331,593 $10.6 Million
Q2 2019 Jul 16, 2019	SELL	N/A	-22,365 Reduced 6.23%	336,639 $10.8 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-25,141 Reduced 6.54%	359,004 $11.2 Million
Q4 2018 Feb 12, 2019	SELL	N/A	-19,173 Reduced 4.75%	384,145 $10.9 Million
Q3 2018 Nov 01, 2018	BUY	N/A	72,494 Added 21.91%	403,318 $13.5 Million
Q2 2018 Aug 07, 2018	BUY	N/A	35,766 Added 12.12%	330,824 $10.9 Million
Q1 2018 Apr 24, 2018	BUY	N/A	295,058 New	295,058 $9.95 Million

Others Institutions Holding SCHF

# of Institutions

1,271

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.93 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.57 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.54 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.35 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$958 Million
6.47% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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