Schwallier Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History

Schwallier Wealth Management LLC

$131 Billion
Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 333,971 shares of SCHF stock, worth $6.68 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares

333,971

Previous 161,799 106.41%

Holding current value

$6.68 Million

Previous $6.65 Billion 7.14%

% of portfolio

4.7%

Previous 4.76%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$18.41 - $40.87 $3.17 Million - $7.04 Million	172,172 Added 106.41%	333,971 $6.18 Billion
Q3 2024 Nov 07, 2024	BUY	$36.98 - $41.55 $424,234 - $476,661	11,472 Added 7.63%	161,799 $6.65 Billion
Q2 2024 Aug 13, 2024	SELL	$37.19 - $39.82 $294,953 - $315,812	-7,931 Reduced 5.01%	150,327 $5.78 Billion
Q1 2024 May 14, 2024	SELL	$35.71 - $39.11 $83,704 - $91,673	-2,344 Reduced 1.46%	158,258 $6.18 Billion
Q4 2023 Feb 14, 2024	BUY	$32.37 - $37.01 $5.2 Million - $5.94 Million	160,602 New	160,602 $5.94 Billion

Others Institutions Holding SCHF

# of Institutions

1,377

Shares Held

1.39B

Call Options Held

38.7K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Schwallier Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History