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 30,560 shares of SCHF stock, worth $1.22 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
30,560
Previous 30,914 1.15%
Holding current value
$1.22 Million
Previous $1.21 Million 2.65%
% of portfolio
0.93%
Previous 0.94%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$29.98 - $33.87 $29,890 - $33,768
997 Added 3.09%
33,218 $1.07 Million
Q3 2022

Nov 14, 2022

BUY
N/A
32,221 New
32,221 $906,000

Others Institutions Holding SCHF

About SCHWAB STRATEGIC TR INTL EQTY


  • Ticker SCHF
  • Sector ETFs
  • Industry ETFs
More about SCHF
Track This Portfolio

Track Smallwood Wealth Investment Management, LLC Portfolio

Follow Smallwood Wealth Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smallwood Wealth Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.