York Bridge Wealth Partners, LLC Schwab Strategic Tr Intl Eqty Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 21, 2019	SELL	$31.56 - $32.18 $9,152 - $9,332	-290 Closed	0 $0
Q1 2019 May 09, 2019	BUY	N/A	23 Added 8.61%	290 $9,000
Q4 2017 Feb 12, 2018	BUY	N/A	267	267 $9,000

Others Institutions Holding SCHF

# of Institutions

1,555

Shares Held

1.5B

Call Options Held

154K

Put Options Held

0

Northwestern Mutual Wealth Management CO

286M
Shares

$6.83 Billion
4.51% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

186M
Shares

$4.46 Billion
12.09% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

157M
Shares

$3.76 Billion
7.01% of portfolio
Wealthfront Advisers LLC

110M
Shares

$2.63 Billion
6.16% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.71 Billion
11.16% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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