Moneywise, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Moneywise, Inc.

$181 Million
Q2 2024

A detailed history of Moneywise, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Moneywise, Inc. holds 7,303 shares of SCHF stock, worth $301,686. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,303

Previous 47,768 84.71%

Holding current value

$301,686

Previous $1.86 Million 84.97%

% of portfolio

0.15%

Previous 1.02%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$37.19 - $39.82 $1.5 Million - $1.61 Million	-40,465 Reduced 84.71%	7,303 $280,000
Q1 2024 Apr 22, 2024	SELL	$35.71 - $39.11 $403,737 - $442,177	-11,306 Reduced 19.14%	47,768 $1.86 Million
Q4 2023 Jan 29, 2024	BUY	$32.37 - $37.01 $46,580 - $53,257	1,439 Added 2.5%	59,074 $2.18 Million
Q3 2023 Oct 23, 2023	BUY	$33.82 - $36.71 $56,141 - $60,938	1,660 Added 2.97%	57,635 $1.96 Million
Q2 2023 Jul 24, 2023	SELL	$34.48 - $36.54 $146,608 - $155,368	-4,252 Reduced 7.06%	55,975 $2 Million
Q1 2023 Apr 21, 2023	SELL	$32.42 - $35.44 $18,673 - $20,413	-576 Reduced 0.95%	60,227 $2.1 Million
Q4 2022 Jan 30, 2023	BUY	$28.0 - $33.87 $71,736 - $86,774	2,562 Added 4.4%	60,803 $1.96 Million
Q3 2022 Nov 03, 2022	BUY	$28.01 - $33.61 $61,706 - $74,042	2,203 Added 3.93%	58,241 $1.64 Million
Q2 2022 Aug 02, 2022	BUY	$31.13 - $37.19 $19,705 - $23,541	633 Added 1.14%	56,038 $1.76 Million
Q1 2022 Apr 20, 2022	BUY	$33.67 - $39.47 $11,043 - $12,946	328 Added 0.6%	55,405 $2.03 Million
Q4 2021 Jan 12, 2022	BUY	$37.77 - $40.6 $121,770 - $130,894	3,224 Added 6.22%	55,077 $2.14 Million
Q3 2021 Oct 12, 2021	BUY	$38.35 - $40.79 $114,589 - $121,880	2,988 Added 6.11%	51,853 $2.01 Million
Q2 2021 Jul 22, 2021	SELL	$38.15 - $40.84 $31,473 - $33,693	-825 Reduced 1.66%	48,865 $1.93 Million
Q1 2021 Apr 14, 2021	SELL	$35.74 - $38.15 $79,735 - $85,112	-2,231 Reduced 4.3%	49,690 $1.87 Million
Q4 2020 Jan 15, 2021	SELL	$30.32 - $36.26 $1.06 Million - $1.27 Million	-34,970 Reduced 40.25%	51,921 $1.87 Million
Q3 2020 Oct 13, 2020	SELL	$29.85 - $32.42 $309,872 - $336,552	-10,381 Reduced 10.67%	86,891 $2.73 Million
Q2 2020 Jul 10, 2020	SELL	$24.62 - $31.42 $3.38 Million - $4.31 Million	-137,254 Reduced 58.52%	97,272 $2.89 Million
Q1 2020 Apr 13, 2020	SELL	$22.3 - $34.12 $975,781 - $1.49 Million	-43,757 Reduced 15.72%	234,526 $6.06 Million
Q4 2019 Jan 07, 2020	SELL	$30.95 - $33.72 $574,617 - $626,045	-18,566 Reduced 6.25%	278,283 $8.87 Million
Q3 2019 Oct 23, 2019	SELL	$31.56 - $32.18 $469,865 - $479,095	-14,888 Reduced 4.78%	296,849 $9.46 Million
Q2 2019 Jul 17, 2019	SELL	N/A	-17,474 Reduced 5.31%	311,737 $10 Million
Q1 2019 Apr 30, 2019	BUY	N/A	13,908 Added 4.41%	329,211 $11.1 Million
Q4 2018 Jan 29, 2019	SELL	N/A	-13,951 Reduced 4.24%	315,303 $8.94 Million
Q3 2018 Oct 15, 2018	SELL	N/A	-23,269 Reduced 6.6%	329,254 $11 Million
Q2 2018 Jul 19, 2018	BUY	N/A	11,328 Added 3.32%	352,523 $11.7 Million
Q1 2018 Apr 17, 2018	BUY	N/A	7,374 Added 2.21%	341,195 $11.5 Million
Q4 2017 Jan 08, 2018	BUY	N/A	45,900 Added 15.94%	333,821 $11.4 Million
Q3 2017 Oct 10, 2017	BUY	N/A	287,921	287,921 $9.64 Million

Others Institutions Holding SCHF

# of Institutions

1,193

Shares Held

858M

Call Options Held

38.3K

Put Options Held

600

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