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

Smallwood Wealth Investment Management, LLC

  • $137 Million
  • Q3 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 30,488 shares of SCHF stock, worth $561,284. This represents 0.92% of its overall portfolio holdings.

Number of Shares
30,488
Previous 30,560 0.24%
Holding current value
$561,284
Previous $1.17 Million 6.73%
% of portfolio
0.92%
Previous 0.93%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,273
Shares Held
774M
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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