Primoris Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History

Primoris Wealth Advisors, LLC

  • $119 Million
  • Q1 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 41,186 shares of SCHF stock, worth $907,327. This represents 0.68% of its overall portfolio holdings.

Number of Shares
41,186
Previous 40,552 1.56%
Holding current value
$907,327
Previous $750,000 8.53%
% of portfolio
0.68%
Previous 0.59%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$18.36 - $20.51 $11,640 - $13,003
634 Added 1.56%
41,186 $814,000
Q4 2024

Feb 13, 2025
BUY
$18.41 - $40.87 $373,281 - $828,680
20,276 Added 100.0%
40,552 $750,000
Q3 2024

Nov 01, 2024
BUY
$36.98 - $41.55 $3,069 - $3,448
83 Added 0.41%
20,276 $833,000
Q1 2024

May 07, 2024
SELL
$35.71 - $39.11 $8,927 - $9,777
-250 Reduced 1.22%
20,193 $787,000
Q4 2023

Feb 15, 2024
BUY
$32.37 - $37.01 $661,739 - $756,595
20,443 New
20,443 $755,000

Others Institutions Holding SCHF

# of Institutions
1,416
Shares Held
1.54B
Call Options Held
52.9K
Put Options Held
3.9K
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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