Lantz Financial LLC Schwab Strategic Tr Intl Small Transaction History

Lantz Financial LLC

  • $356 Million
  • Q4 2024

A detailed history of Lantz Financial LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Lantz Financial LLC holds 11,528 shares of SCHC stock, worth $422,385. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,528
Previous 11,895 3.09%
Holding current value
$422,385
Previous $458,000 13.76%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Jan 21, 2025
SELL
$33.93 - $38.37 $12,452 - $14,081
-367 Reduced 3.09%
11,528 $395,000
Q3 2024

Oct 15, 2024
BUY
$34.48 - $38.87 $13,688 - $15,431
397 Added 3.45%
11,895 $458,000
Q2 2024

Jul 10, 2024
SELL
$34.12 - $36.71 $4,128 - $4,441
-121 Reduced 1.04%
11,498 $409,000
Q1 2024

Apr 10, 2024
SELL
$33.2 - $35.86 $19,455 - $21,013
-586 Reduced 4.8%
11,619 $415,000
Q4 2023

Jan 12, 2024
SELL
$30.0 - $35.05 $109,500 - $127,932
-3,650 Reduced 23.02%
12,205 $425,000
Q3 2023

Oct 20, 2023
BUY
$32.0 - $35.51 $64,000 - $71,020
2,000 Added 14.44%
15,855 $511,000
Q1 2023

Apr 10, 2023
BUY
$31.54 - $34.93 $16,400 - $18,163
520 Added 3.9%
13,855 $467,000
Q4 2022

Jan 23, 2023
BUY
$27.31 - $32.98 $364,178 - $439,788
13,335 New
13,335 $0
Q1 2020

Apr 10, 2020
SELL
$20.7 - $34.9 $264,566 - $446,056
-12,781 Closed
0 $0
Q3 2019

Oct 18, 2019
SELL
$31.72 - $32.37 $24,329 - $24,827
-767 Reduced 5.66%
12,781 $399,000
Q2 2019

Jul 15, 2019
SELL
N/A
-750 Reduced 5.25%
13,548 $445,000
Q1 2019

Apr 22, 2019
BUY
N/A
14,298 New
14,298 $461,000

Others Institutions Holding SCHC

# of Institutions
455
Shares Held
46.8M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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