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

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 2024

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 3,634 shares of SCHF stock, worth $148,194. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,634
Previous 2,273 59.88%
Holding current value
$148,194
Previous $88,000 57.95%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,193
Shares Held
858M
Call Options Held
38.3K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

SCHF Quotes by TradingView
  • Ticker SCHF
  • Sector ETFs
  • Industry ETFs
More about SCHF
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