Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Ariel Esg (SAEF)
This table provides information about the institutional ownership of Schwab Strategic Tr Ariel Esg (SAEF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
328+ 1058.06% |
$8.5K - $9.64K
|
359
$9.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1Closed |
$25.9 - $29.4
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-105- 0.95% |
$2.72K - $3.09K
|
10.9K
$278K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-308- 0.11% |
$7.98K - $9.06K
|
268K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.95K- 98.66% |
$76.4K - $86.6K
|
40
$1.02K
|