Forum Financial Management, LP Schwab Strategic Tr Intl Eqty Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Forum Financial Management, LP holds 42,049 shares of SCHF stock, worth $906,996. This represents 0.02% of its overall portfolio holdings.

Number of Shares

42,049

Previous 38,992 7.84%

Holding current value

$906,996

Previous $721,000 15.26%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$18.36 - $20.51 $56,126 - $62,699	3,057 Added 7.84%	42,049 $831,000
Q4 2024 Feb 13, 2025	BUY	$18.41 - $40.87 $373,262 - $828,639	20,275 Added 108.32%	38,992 $721,000
Q3 2024 Oct 29, 2024	BUY	$36.98 - $41.55 $106,058 - $119,165	2,868 Added 18.1%	18,717 $769,000
Q2 2024 Jul 30, 2024	SELL	$37.19 - $39.82 $15 Million - $16 Million	-402,937 Reduced 96.22%	15,849 $608,000
Q1 2024 May 09, 2024	BUY	$35.71 - $39.11 $14.4 Million - $15.8 Million	403,653 Added 2667.37%	418,786 $16.3 Million
Q4 2023 Feb 07, 2024	SELL	$32.37 - $37.01 $1,262 - $1,443	-39 Reduced 0.26%	15,133 $559,000
Q3 2023 Nov 03, 2023	SELL	$33.82 - $36.71 $14,373 - $15,601	-425 Reduced 2.72%	15,172 $515,000
Q2 2023 Jul 26, 2023	BUY	$34.48 - $36.54 $537,784 - $569,914	15,597 New	15,597 $556,000

Others Institutions Holding SCHF

# of Institutions

1,413

Shares Held

1.54B

Call Options Held

52.9K

Put Options Held

3.9K

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Forum Financial Management, LP Schwab Strategic Tr Intl Eqty Transaction History