Kestra Private Wealth Services, LLC Schwab Strategic Tr Intl Small Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 12,418 shares of SCHC stock, worth $566,757. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,418
Previous 12,208 1.72%
Holding current value
$566,757
Previous $438,000 20.55%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$32.41 - $42.59 $6,806 - $8,943
210 Added 1.72%
12,418 $528,000
Q1 2025

May 05, 2025
SELL
$33.57 - $37.22 $121,154 - $134,326
-3,609 Reduced 22.82%
12,208 $438,000
Q4 2024

Jan 28, 2025
BUY
$33.93 - $38.37 $203 - $230
6 Added 0.04%
15,817 $542,000
Q3 2024

Nov 13, 2024
SELL
$34.48 - $38.87 $8,068 - $9,095
-234 Reduced 1.46%
15,811 $609,000
Q2 2024

Aug 12, 2024
SELL
$34.12 - $36.71 $33,164 - $35,682
-972 Reduced 5.71%
16,045 $570,000
Q1 2024

May 02, 2024
BUY
$33.2 - $35.86 $23,074 - $24,922
695 Added 4.26%
17,017 $609,000
Q4 2023

Feb 05, 2024
BUY
$30.0 - $35.05 $23,490 - $27,444
783 Added 5.04%
16,322 $569,000
Q3 2023

Nov 07, 2023
BUY
$32.0 - $35.51 $82,816 - $91,899
2,588 Added 19.98%
15,539 $501,000
Q2 2023

Aug 08, 2023
SELL
$32.67 - $34.58 $620 - $657
-19 Reduced 0.15%
12,951 $437,000
Q1 2023

May 12, 2023
BUY
$31.54 - $34.93 $21,289 - $23,577
675 Added 5.49%
12,970 $437,000
Q4 2022

Jan 31, 2023
BUY
$27.31 - $32.98 $335,776 - $405,489
12,295 New
12,295 $386,000

Others Institutions Holding SCHC

# of Institutions
504
Shares Held
76.9M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
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More about SCHC
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