Heartwood Wealth Advisors LLC Schwab Strategic Tr Intl Eqty Transaction History

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 16,033 shares of SCHF stock, worth $643,404. This represents 0.07% of its overall portfolio holdings.

Number of Shares
16,033
Previous 16,033 -0.0%
Holding current value
$643,404
Previous $625,000 1.6%
% of portfolio
0.07%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 02, 2024
SELL
$35.71 - $39.11 $125,163 - $137,080
-3,505 Reduced 17.94%
16,033 $625,000
Q4 2023

Jan 17, 2024
BUY
$32.37 - $37.01 $153,239 - $175,205
4,734 Added 31.98%
19,538 $722,000
Q3 2023

Oct 17, 2023
SELL
$33.82 - $36.71 $9,604 - $10,425
-284 Reduced 1.88%
14,804 $502,000
Q4 2022

Jan 12, 2023
SELL
$28.0 - $33.87 $9,744 - $11,786
-348 Reduced 2.25%
15,088 $0
Q3 2022

Oct 25, 2022
BUY
$28.01 - $33.61 $103,580 - $124,289
3,698 Added 31.5%
15,436 $434,000
Q1 2022

Apr 26, 2022
SELL
$33.67 - $39.47 $20,606 - $24,155
-612 Reduced 4.96%
11,738 $431,000
Q3 2021

Oct 12, 2021
SELL
$38.35 - $40.79 $2,991 - $3,181
-78 Reduced 0.63%
12,350 $478,000
Q1 2021

Apr 19, 2021
SELL
$35.74 - $38.15 $34,917 - $37,272
-977 Reduced 7.29%
12,428 $468,000
Q4 2020

Jan 26, 2021
SELL
$30.32 - $36.26 $10,733 - $12,836
-354 Reduced 2.57%
13,405 $483,000
Q2 2020

Aug 05, 2020
BUY
$24.62 - $31.42 $80,753 - $103,057
3,280 Added 31.3%
13,759 $409,000
Q1 2020

May 04, 2020
BUY
$22.3 - $34.12 $41,634 - $63,702
1,867 Added 21.68%
10,479 $271,000
Q4 2019

Jan 31, 2020
BUY
$30.95 - $33.72 $266,541 - $290,396
8,612 New
8,612 $290,000

Others Institutions Holding SCHF

# of Institutions
1,193
Shares Held
858M
Call Options Held
38.3K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

SCHF Quotes by TradingView
  • Ticker SCHF
  • Sector ETFs
  • Industry ETFs
More about SCHF
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