Holistic Planning, LLC Schwab Strategic Tr Intl Eqty Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

A detailed history of Holistic Planning, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Holistic Planning, LLC holds 14,809 shares of SCHF stock, worth $319,430. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,809
Previous 14,809 -0.0%
Holding current value
$319,430
Previous $274 Million 6.92%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$18.41 - $40.87 $138,811 - $308,159
7,540 Added 103.73%
14,809 $274 Million
Q3 2024

Nov 01, 2024
SELL
$36.98 - $41.55 $17,158 - $19,279
-464 Reduced 6.0%
7,269 $299 Million
Q1 2024

May 01, 2024
BUY
$35.71 - $39.11 $4,535 - $4,966
127 Added 1.67%
7,733 $302 Million
Q4 2023

Feb 14, 2024
BUY
$32.37 - $37.01 $246,206 - $281,498
7,606 New
7,606 $281 Million

Others Institutions Holding SCHF

# of Institutions
1,413
Shares Held
1.54B
Call Options Held
52.9K
Put Options Held
3.9K
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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