A detailed history of Intergy Private Wealth, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 255,012 shares of SCHF stock, worth $10.2 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares
255,012
Previous 249,986 2.01%
Holding current value
$10.2 Million
Previous $9.75 Million 0.44%
% of portfolio
4.08%
Previous 4.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$37.19 - $39.82 $186,916 - $200,135
5,026 Added 2.01%
255,012 $9.8 Million
Q1 2024

Apr 24, 2024

BUY
$35.71 - $39.11 $264,075 - $289,218
7,395 Added 3.05%
249,986 $9.75 Million
Q4 2023

Jan 11, 2024

BUY
$32.37 - $37.01 $353,448 - $404,112
10,919 Added 4.71%
242,591 $8.97 Million
Q3 2023

Oct 19, 2023

BUY
$33.82 - $36.71 $59,252 - $64,315
1,752 Added 0.76%
231,672 $7.87 Million
Q2 2023

Aug 11, 2023

BUY
$34.48 - $36.54 $336,904 - $357,032
9,771 Added 4.44%
229,920 $8.2 Million
Q1 2023

May 03, 2023

BUY
$32.42 - $35.44 $258,484 - $282,563
7,973 Added 3.76%
220,149 $7.66 Million
Q4 2022

Jan 18, 2023

BUY
$29.98 - $33.87 $595,103 - $672,319
19,850 Added 10.32%
212,176 $0
Q3 2022

Oct 18, 2022

BUY
N/A
29,939 Added 18.44%
192,326 $5.41 Million
Q2 2022

Jul 13, 2022

BUY
N/A
12,047 Added 8.01%
162,387 $5.11 Million
Q1 2022

Apr 25, 2022

SELL
N/A
-11,111 Reduced 6.88%
150,340 $5.52 Million
Q4 2021

Feb 17, 2022

BUY
N/A
161,451 New
161,451 $6.28 Million

Others Institutions Holding SCHF

About SCHWAB STRATEGIC TR INTL EQTY


  • Ticker SCHF
  • Sector ETFs
  • Industry ETFs
More about SCHF
Track This Portfolio

Track Intergy Private Wealth, LLC Portfolio

Follow Intergy Private Wealth, LLC 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 Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.