Latest Institutional Transactions on Schwab Strategic Tr Ariel Esg (SAEF)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Ariel Esg (SAEF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
328+ 1058.06% |
$8.5K - $9.64K
|
359
$9.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.95K- 98.66% |
$76.4K - $86.6K
|
40
$1.02K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1Closed |
$25.9 - $29.4
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-105- 0.95% |
$2.72K - $3.09K
|
10.9K
$280K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-308- 0.11% |
$7.98K - $9.06K
|
268K
$6.85M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6K+ 88.96% |
$282K - $307K
|
26.8K
$686K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.91KNew |
$38.5K - $42.6K
|
1.91K
$49K
|
|