Smallwood Wealth Investment Management, LLC Schwab Strategic Tr Intl Eqty Transaction History

Smallwood Wealth Investment Management, LLC

  • $142 Million
  • Q4 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 60,801 shares of SCHF stock, worth $1.19 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
60,801
Previous 30,488 99.43%
Holding current value
$1.19 Million
Previous $1.25 Million 10.3%
% of portfolio
0.79%
Previous 0.92%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$18.41 - $40.87 $558,062 - $1.24 Million
30,313 Added 99.43%
60,801 $1.12 Million
Q3 2024

Oct 16, 2024
SELL
$36.98 - $41.55 $2,662 - $2,991
-72 Reduced 0.24%
30,488 $1.25 Million
Q2 2024

Jul 26, 2024
SELL
$37.19 - $39.82 $13,165 - $14,096
-354 Reduced 1.15%
30,560 $1.17 Million
Q1 2024

Apr 24, 2024
SELL
$35.71 - $39.11 $34,174 - $37,428
-957 Reduced 3.0%
30,914 $1.21 Million
Q4 2023

Jan 23, 2024
SELL
$32.37 - $37.01 $1,068 - $1,221
-33 Reduced 0.1%
31,871 $1.18 Million
Q3 2023

Oct 31, 2023
SELL
$33.82 - $36.71 $6,899 - $7,488
-204 Reduced 0.64%
31,904 $1.08 Million
Q2 2023

Jul 17, 2023
SELL
$34.48 - $36.54 $29,239 - $30,985
-848 Reduced 2.57%
32,108 $1.14 Million
Q1 2023

Apr 25, 2023
SELL
$32.42 - $35.44 $8,494 - $9,285
-262 Reduced 0.79%
32,956 $1.15 Million
Q4 2022

Feb 14, 2023
BUY
$28.0 - $33.87 $27,916 - $33,768
997 Added 3.09%
33,218 $1.07 Million
Q3 2022

Nov 14, 2022
BUY
$28.01 - $33.61 $902,510 - $1.08 Million
32,221 New
32,221 $906,000

Others Institutions Holding SCHF

# of Institutions
1,311
Shares Held
1.01B
Call Options Held
80.7K
Put Options Held
8.3K
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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