Leeward Financial Partners, LLC Schwab Strategic Tr Intl Eqty Transaction History

Leeward Financial Partners, LLC

$263 Million
Q3 2024

A detailed history of Leeward Financial Partners, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 149,632 shares of SCHF stock, worth $2.86 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

149,632

Previous 147,257 1.61%

Holding current value

$2.86 Million

Previous $5.66 Million 8.75%

% of portfolio

2.34%

Previous 2.31%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$36.98 - $41.55 $87,827 - $98,681	2,375 Added 1.61%	149,632 $6.15 Million
Q2 2024 Jul 30, 2024	BUY	$37.19 - $39.82 $155,231 - $166,208	4,174 Added 2.92%	147,257 $5.66 Million
Q1 2024 Apr 19, 2024	BUY	$35.71 - $39.11 $271,038 - $296,844	7,590 Added 5.6%	143,083 $5.58 Million
Q4 2023 Jan 26, 2024	SELL	$32.37 - $37.01 $1.6 Million - $1.83 Million	-49,563 Reduced 26.78%	135,493 $5.01 Million
Q3 2023 Oct 31, 2023	BUY	$33.82 - $36.71 $534,491 - $580,164	15,804 Added 9.34%	185,056 $6.28 Million
Q2 2023 Aug 07, 2023	BUY	$34.48 - $36.54 $110,784 - $117,403	3,213 Added 1.94%	169,252 $6.03 Million
Q1 2023 Apr 25, 2023	BUY	$32.42 - $35.44 $271,744 - $297,058	8,382 Added 5.32%	166,039 $5.78 Million
Q4 2022 Jan 30, 2023	BUY	$28.0 - $33.87 $23,716 - $28,687	847 Added 0.54%	157,657 $5.08 Million
Q3 2022 Nov 03, 2022	BUY	$28.01 - $33.61 $49,297 - $59,153	1,760 Added 1.14%	156,810 $4.41 Million
Q2 2022 Jul 19, 2022	BUY	$31.13 - $37.19 $247,203 - $295,325	7,941 Added 5.4%	155,050 $4.88 Million
Q1 2022 May 12, 2022	BUY	$33.67 - $39.47 $116,464 - $136,526	3,459 Added 2.41%	147,109 $5.4 Million
Q4 2021 Jan 27, 2022	BUY	$37.77 - $40.6 $5.43 Million - $5.83 Million	143,650 New	143,650 $5.58 Million

Others Institutions Holding SCHF

# of Institutions

1,268

Shares Held

773M

Call Options Held

80.7K

Put Options Held

8.3K

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 Leeward Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leeward Financial Partners, LLC with notifications on news.

Account

Leeward Financial Partners, LLC Schwab Strategic Tr Intl Eqty Transaction History