Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Ariel Esg (SAEF)
This table provides information about the institutional ownership of Schwab Strategic Tr Ariel Esg (SAEF) during Q1 2023. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR ARIEL ESG .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.1K+ 56.28% |
$282K - $326K
|
39.1K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
5.83K+ 41.68% |
$117K - $135K
|
19.8K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.5K- 76.32% |
$30K - $34.7K
|
465
$12.7K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.4K- 44.97% |
$208K - $241K
|
12.8K
$347K
|