Phillips Financial Management, LLC Schwab Strategic Tr Intl Eqty Transaction History

Phillips Financial Management, LLC

$1.24 Billion
Q1 2025

A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Phillips Financial Management, LLC holds 5,362 shares of SCHF stock, worth $115,658. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,362

Previous 4,547 17.92%

Holding current value

$115,658

Previous $84,000 26.19%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$18.36 - $20.51 $14,963 - $16,715	815 Added 17.92%	5,362 $106,000
Q4 2024 Feb 10, 2025	BUY	$18.41 - $40.87 $16,569 - $36,783	900 Added 24.68%	4,547 $84,000
Q3 2024 Nov 07, 2024	BUY	$36.98 - $41.55 $480 - $540	13 Added 0.36%	3,647 $149,000
Q2 2024 Aug 08, 2024	BUY	$37.19 - $39.82 $50,615 - $54,195	1,361 Added 59.88%	3,634 $139,000
Q4 2023 Jan 25, 2024	BUY	$32.37 - $37.01 $13,563 - $15,507	419 Added 22.6%	2,273 $84,000
Q3 2023 Nov 09, 2023	SELL	$33.82 - $36.71 $2,367 - $2,569	-70 Reduced 3.64%	1,854 $62,000
Q2 2023 Aug 11, 2023	BUY	$34.48 - $36.54 $2,413 - $2,557	70 Added 3.78%	1,924 $68,000
Q4 2022 Jan 24, 2023	SELL	$28.0 - $33.87 $4,200 - $5,080	-150 Reduced 7.49%	1,854 $0
Q3 2022 Nov 08, 2022	BUY	$28.01 - $33.61 $56,132 - $67,354	2,004 New	2,004 $56,000

Others Institutions Holding SCHF

# of Institutions

1,412

Shares Held

1.54B

Call Options Held

52.9K

Put Options Held

3.9K

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Phillips Financial Management, LLC Schwab Strategic Tr Intl Eqty Transaction History