Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Ariel Esg (SAEF)
This table provides information about the institutional ownership of Schwab Strategic Tr Ariel Esg (SAEF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48.2K+ 123.23% |
$972K - $1.07M
|
87.3K
$2.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.91KNew |
$38.5K - $42.6K
|
1.91K
$52.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
827+ 6.48% |
$16.7K - $18.4K
|
13.6K
$370K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
400New |
$8.06K - $8.91K
|
400
$10.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
245+ 52.69% |
$4.94K - $5.46K
|
710
$19.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-5.94K- 29.96% |
$120K - $132K
|
13.9K
$378K
|