Concord Wealth Partners Schwab Strategic Tr Intl Eqty Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

A detailed history of Concord Wealth Partners transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Concord Wealth Partners holds 206 shares of SCHF stock, worth $3,981. This represents 0.0% of its overall portfolio holdings.

Number of Shares

206

Previous 409 49.63%

Holding current value

$3,981

Previous $16,000 81.25%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$18.41 - $40.87 $3,737 - $8,296	-203 Reduced 49.63%	206 $3,000
Q4 2023 Apr 30, 2024	SELL	$32.37 - $37.01 $1,845 - $2,109	-57 Reduced 12.23%	409 $15,000
Q4 2023 Feb 05, 2024	SELL	$32.37 - $37.01 $1,845 - $2,109	-57 Reduced 12.23%	409 $15,000
Q3 2023 Apr 30, 2024	BUY	$33.82 - $36.71 $1,927 - $2,092	57 Added 13.94%	466 $15,000
Q2 2023 Aug 07, 2023	BUY	$34.48 - $36.54 $14,102 - $14,944	409 Added 717.54%	466 $16,000
Q1 2023 Apr 26, 2023	SELL	$32.42 - $35.44 $13,259 - $14,494	-409 Reduced 87.77%	57 $1,000
Q4 2022 Jan 27, 2023	BUY	$28.0 - $33.87 $13,048 - $15,783	466 New	466 $15,000
Q1 2022 Apr 20, 2022	BUY	$33.67 - $39.47 $13,771 - $16,143	409 Added 743.64%	464 $17,000
Q4 2021 Jan 21, 2022	BUY	$37.77 - $40.6 $2,077 - $2,233	55 New	55 $2,000

Others Institutions Holding SCHF

# of Institutions

1,292

Shares Held

855M

Call Options Held

80.7K

Put Options Held

8.3K

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Concord Wealth Partners Schwab Strategic Tr Intl Eqty Transaction History