Seven Springs Wealth Group, LLC Schwab Strategic Tr Intl Small Transaction History

Seven Springs Wealth Group, LLC

$260 Million
Q4 2024

A detailed history of Seven Springs Wealth Group, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 111,628 shares of SCHC stock, worth $4.08 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

111,628

Previous 111,421 0.19%

Holding current value

$4.08 Million

Previous $4.29 Million 10.74%

% of portfolio

1.47%

Previous 1.61%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$33.93 - $38.37 $7,023 - $7,942	207 Added 0.19%	111,628 $3.83 Million
Q3 2024 Nov 14, 2024	SELL	$34.48 - $38.87 $585,056 - $659,546	-16,968 Reduced 13.22%	111,421 $4.29 Million
Q2 2024 Jul 30, 2024	SELL	$34.12 - $36.71 $103,451 - $111,304	-3,032 Reduced 2.31%	128,389 $4.57 Million
Q1 2024 May 07, 2024	SELL	$33.2 - $35.86 $52,124 - $56,300	-1,570 Reduced 1.18%	131,421 $4.7 Million
Q4 2023 Feb 07, 2024	SELL	$30.0 - $35.05 $6,510 - $7,605	-217 Reduced 0.16%	132,991 $4.64 Million
Q3 2023 Nov 08, 2023	SELL	$32.0 - $35.51 $3,872 - $4,296	-121 Reduced 0.09%	133,208 $4.3 Million
Q2 2023 Jul 31, 2023	SELL	$32.67 - $34.58 $115,586 - $122,344	-3,538 Reduced 2.58%	133,329 $4.5 Million
Q1 2023 May 09, 2023	SELL	$31.54 - $34.93 $152,180 - $168,537	-4,825 Reduced 3.41%	136,867 $4.61 Million
Q4 2022 Feb 08, 2023	SELL	$27.31 - $32.98 $66,499 - $80,306	-2,435 Reduced 1.69%	141,692 $4.46 Million
Q3 2022 Oct 21, 2022	SELL	$27.46 - $34.27 $161,849 - $201,987	-5,894 Reduced 3.93%	144,127 $4 Million
Q2 2022 Jul 27, 2022	SELL	$31.0 - $38.49 $19,065 - $23,671	-615 Reduced 0.41%	150,021 $4.69 Million
Q1 2022 May 09, 2022	SELL	$34.89 - $41.24 $165,553 - $195,683	-4,745 Reduced 3.05%	150,636 $5.72 Million
Q4 2021 Feb 04, 2022	SELL	$39.06 - $43.63 $33,161 - $37,041	-849 Reduced 0.54%	155,381 $6.36 Million
Q3 2021 Oct 21, 2021	SELL	$40.41 - $44.08 $146,971 - $160,318	-3,637 Reduced 2.28%	156,230 $6.49 Million
Q2 2021 Jul 27, 2021	SELL	$40.16 - $43.04 $191,924 - $205,688	-4,779 Reduced 2.9%	159,867 $6.65 Million
Q1 2021 May 07, 2021	SELL	$37.4 - $40.42 $20,757 - $22,433	-555 Reduced 0.34%	164,646 $6.49 Million
Q4 2020 Feb 01, 2021	SELL	$31.39 - $37.85 $35,282 - $42,543	-1,124 Reduced 0.68%	165,201 $6.22 Million
Q3 2020 Oct 19, 2020	SELL	$29.72 - $33.44 $29,987 - $33,740	-1,009 Reduced 0.6%	166,325 $5.41 Million
Q2 2020 Aug 03, 2020	SELL	$23.02 - $31.17 $65,745 - $89,021	-2,856 Reduced 1.68%	167,334 $4.95 Million
Q1 2020 Apr 20, 2020	BUY	$20.7 - $34.9 $3.52 Million - $5.94 Million	170,190 New	170,190 $4.15 Million

Others Institutions Holding SCHC

# of Institutions

450

Shares Held

52.7M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

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Seven Springs Wealth Group, LLC Schwab Strategic Tr Intl Small Transaction History