Holistic Financial Partners Schwab Strategic Tr Intl Eqty Transaction History

Holistic Financial Partners

  • $185 Million
  • Q1 2024

A detailed history of Holistic Financial Partners transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Holistic Financial Partners holds 273,729 shares of SCHF stock, worth $10.5 Million. This represents 5.77% of its overall portfolio holdings.

Number of Shares
273,729
Previous 277,806 1.47%
Holding current value
$10.5 Million
Previous $10.3 Million 4.02%
% of portfolio
5.77%
Previous 6.18%

Shares

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

May 08, 2024
SELL
$35.71 - $39.11 $145,589 - $159,451
-4,077 Reduced 1.47%
273,729 $10.7 Million
Q4 2023

Feb 12, 2024
SELL
$32.37 - $37.01 $256,823 - $293,637
-7,934 Reduced 2.78%
277,806 $10.3 Million
Q3 2023

Nov 08, 2023
SELL
$33.82 - $36.71 $1.53 Million - $1.66 Million
-45,143 Reduced 13.64%
285,740 $9.7 Million
Q2 2023

Aug 09, 2023
BUY
$34.48 - $36.54 $271,633 - $287,862
7,878 Added 2.44%
330,883 $11.8 Million
Q1 2023

May 04, 2023
BUY
$32.42 - $35.44 $599,251 - $655,072
18,484 Added 6.07%
323,005 $11.2 Million
Q4 2022

Feb 07, 2023
BUY
$29.98 - $33.87 $44,970 - $50,804
1,500 Added 0.5%
304,521 $9.81 Million
Q3 2022

Nov 09, 2022
SELL
N/A
-510 Reduced 0.17%
303,021 $8.52 Million
Q2 2022

Aug 02, 2022
SELL
N/A
-6,380 Reduced 2.06%
303,531 $9.55 Million
Q1 2022

May 13, 2022
SELL
N/A
-28,472 Reduced 8.41%
309,911 $11.4 Million
Q4 2021

Feb 11, 2022
BUY
N/A
6,269 Added 1.89%
338,383 $13.2 Million
Q3 2021

Nov 12, 2021
BUY
N/A
14,826 Added 4.67%
332,114 $12.9 Million
Q2 2021

Aug 13, 2021
BUY
N/A
7,727 Added 2.5%
317,288 $12.5 Million
Q1 2021

May 11, 2021
SELL
N/A
-3,673 Reduced 1.17%
309,561 $11.6 Million
Q4 2020

Feb 10, 2021
BUY
N/A
3,249 Added 1.05%
313,234 $11.3 Million
Q3 2020

Nov 13, 2020
BUY
N/A
3,511 Added 1.15%
309,985 $9.72 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-63,237 Reduced 17.1%
306,474 $9.12 Million
Q1 2020

May 05, 2020
SELL
N/A
-18,695 Reduced 4.81%
369,711 $9.55 Million
Q4 2019

Feb 06, 2020
BUY
N/A
19,005 Added 5.14%
388,406 $13.1 Million
Q3 2019

Nov 07, 2019
BUY
N/A
111,885 Added 43.45%
369,401 $11.8 Million
Q2 2019

Aug 07, 2019
BUY
N/A
14,540 Added 5.98%
257,516 $8.26 Million
Q1 2019

May 07, 2019
BUY
N/A
32,003 Added 15.17%
242,976 $7.61 Million
Q4 2018

Feb 11, 2019
BUY
N/A
25,396 Added 13.68%
210,973 $5.98 Million
Q3 2018

Nov 05, 2018
BUY
N/A
46,827 Added 33.75%
185,577 $6.22 Million
Q2 2018

Aug 14, 2018
BUY
N/A
24,167 Added 21.09%
138,750 $4.59 Million
Q1 2018

May 14, 2018
BUY
N/A
33,673 Added 41.62%
114,583 $3.86 Million
Q4 2017

Feb 09, 2018
BUY
N/A
80,910
80,910 $2.76 Million

Others Institutions Holding SCHF

# of Institutions
1,162
Shares Held
821M
Call Options Held
55.1K
Put Options Held
13.3K
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

SCHF Quotes by TradingView
  • Ticker SCHF
  • Sector ETFs
  • Industry ETFs
More about SCHF
Track This Portfolio

Track Holistic Financial Partners Portfolio

Follow Holistic Financial Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Financial Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email