Jfs Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Jfs Wealth Advisors, LLC

$1.27 Billion
Q2 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,137 shares of SCHC stock, worth $43,910. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,137

Previous 1,137 -0.0%

Holding current value

$43,910

Previous $40,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	BUY	$30.0 - $35.05 $900 - $1,051	30 Added 2.71%	1,137 $39,000
Q2 2023 Aug 07, 2023	BUY	$32.67 - $34.58 $163 - $172	5 Added 0.45%	1,107 $37,000
Q4 2022 Feb 13, 2023	BUY	$27.31 - $32.98 $518 - $626	19 Added 1.75%	1,102 $34,000
Q4 2021 Feb 03, 2022	BUY	$39.06 - $43.63 $1,054 - $1,178	27 Added 2.56%	1,083 $44,000
Q2 2021 Aug 04, 2021	BUY	$40.16 - $43.04 $240 - $258	6 Added 0.57%	1,056 $44,000
Q4 2020 Feb 01, 2021	BUY	$31.39 - $37.85 $533 - $643	17 Added 1.65%	1,050 $40,000
Q4 2019 Feb 03, 2020	BUY	$31.2 - $34.65 $873 - $970	28 Added 2.79%	1,033 $36,000
Q3 2019 Oct 31, 2019	BUY	$31.72 - $32.37 $158 - $161	5 Added 0.5%	1,005 $32,000
Q1 2018 Apr 26, 2018	SELL	N/A	-65 Reduced 6.1%	1,000 $37,000
Q4 2017 Jan 31, 2018	BUY	N/A	65 Added 6.5%	1,065 $39,000
Q3 2017 Oct 20, 2017	BUY	N/A	1,000	1,000 $36,000

Others Institutions Holding SCHC

# of Institutions

411

Shares Held

88M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
Sector ETFs
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Jfs Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History