Holistic Planning, LLC Schwab Strategic Tr Intl Eqty Transaction History

Holistic Planning, LLC

$349 Billion
Q2 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 18,217 shares of SCHF stock, worth $409,518. This represents 0.12% of its overall portfolio holdings.

Number of Shares

18,217

Previous 14,809 23.01%

Holding current value

$409,518

Previous $293 Million 37.44%

% of portfolio

0.12%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$17.76 - $22.1 $60,526 - $75,316	3,408 Added 23.01%	18,217 $403 Million
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

1,473

Shares Held

1.56B

Call Options Held

52.9K

Put Options Held

3.9K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Holistic Planning, LLC with notifications on news.

Account

Holistic Planning, LLC Schwab Strategic Tr Intl Eqty Transaction History