Steel Peak Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 247,732 shares of SCHF stock, worth $4.9 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

247,732

Previous 30,104 722.92%

Holding current value

$4.9 Million

Previous $1.24 Million 270.49%

% of portfolio

0.19%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$18.41 - $40.87 $4.01 Million - $8.89 Million	217,628 Added 722.92%	247,732 $4.58 Million
Q3 2024 Oct 25, 2024	BUY	$36.98 - $41.55 $1.11 Million - $1.25 Million	30,104 New	30,104 $1.24 Million
Q4 2022 Jan 25, 2023	BUY	$28.0 - $33.87 $943,768 - $1.14 Million	33,706 New	33,706 $0
Q3 2021 Nov 15, 2021	SELL	$38.35 - $40.79 $363,903 - $387,056	-9,489 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$38.15 - $40.84 $1,678 - $1,796	44 Added 0.47%	9,489 $374,000
Q1 2021 May 18, 2021	BUY	$35.74 - $38.15 $53,109 - $56,690	1,486 Added 18.67%	9,445 $355,000
Q4 2020 Feb 04, 2021	BUY	$30.32 - $36.26 $7,974 - $9,536	263 Added 3.42%	7,959 $287,000
Q3 2020 Oct 26, 2020	SELL	$29.85 - $32.42 $48,416 - $52,585	-1,622 Reduced 17.41%	7,696 $242,000
Q2 2020 Jul 21, 2020	SELL	$24.62 - $31.42 $137,034 - $174,883	-5,566 Reduced 37.4%	9,318 $277,000
Q1 2020 Apr 16, 2020	SELL	$22.3 - $34.12 $10.9 Million - $16.6 Million	-487,401 Reduced 97.04%	14,884 $385,000
Q4 2019 Feb 06, 2020	BUY	$30.95 - $33.72 $15.5 Million - $16.9 Million	502,285 New	502,285 $16.9 Million

Others Institutions Holding SCHF

# of Institutions

1,373

Shares Held

1.39B

Call Options Held

38.7K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Account

Steel Peak Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History