Somerset Group LLC Schwab Strategic Tr Intl Eqty Transaction History

Somerset Group LLC

$107 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 11, 2019	SELL	N/A	-7,241 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	N/A	1,275 Added 21.37%	7,241 $239,000
Q1 2018 May 08, 2018	BUY	N/A	5,966 New	5,966 $201,000

Others Institutions Holding SCHF

# of Institutions

1,273

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.89 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.54 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.51 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.33 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$944 Million
6.47% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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