Householder Group Estate & Retirement Specialist, LLC Schwab Strategic Tr Intl Small Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$34.48 - $38.87 $34 - $38	1 Added 0.12%	835 $32,000
Q4 2023 Jan 23, 2024	BUY	$30.0 - $35.05 $30 - $35	1 Added 0.12%	834 $29,000
Q3 2023 Oct 10, 2023	SELL	$32.0 - $35.51 $2,432 - $2,698	-76 Reduced 8.36%	833 $26,000
Q1 2023 Apr 13, 2023	BUY	$31.54 - $34.93 $28,669 - $31,751	909 New	909 $31,000

Others Institutions Holding SCHC

# of Institutions

429

Shares Held

46M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

4.71M
Shares

$166 Million
0.12% of portfolio
Savant Capital, LLC

3.18M
Shares

$112 Million
1.04% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$59.3 Million
0.21% of portfolio
State Street Corp Boston, MA

1.53M
Shares

$54 Million
0.0% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.53M
Shares

$54 Million
0.18% of portfolio

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