Strategic Family Wealth Counselors, L.L.C. Schwab Strategic Tr Intl Small Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $253 Million
  • Q1 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 17,228 shares of SCHC stock, worth $612,972. This represents 0.24% of its overall portfolio holdings.

Number of Shares
17,228
Previous 38,206 54.91%
Holding current value
$612,972
Previous $1.33 Million 53.79%
% of portfolio
0.24%
Previous 0.56%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$33.2 - $35.86 $696,469 - $752,271
-20,978 Reduced 54.91%
17,228 $616,000
Q4 2023

Jan 29, 2024
BUY
$30.0 - $35.05 $707,400 - $826,478
23,580 Added 161.22%
38,206 $1.33 Million
Q3 2023

Nov 13, 2023
BUY
$32.0 - $35.51 $27,232 - $30,219
851 Added 6.18%
14,626 $471,000
Q2 2023

Aug 10, 2023
BUY
$32.67 - $34.58 $849 - $899
26 Added 0.19%
13,775 $465,000
Q1 2023

May 15, 2023
SELL
$31.54 - $34.93 $261,340 - $289,429
-8,286 Reduced 37.6%
13,749 $463,000
Q4 2022

Jan 25, 2023
BUY
$29.55 - $32.98 $261,517 - $291,873
8,850 Added 67.12%
22,035 $0
Q3 2022

Nov 10, 2022
BUY
N/A
4,579 Added 53.21%
13,185 $366,000
Q2 2022

Aug 11, 2022
BUY
N/A
8,606 New
8,606 $269,000
Q2 2020

Jul 13, 2020
SELL
N/A
-11,891 Closed
0 $0
Q1 2020

Apr 16, 2020
BUY
N/A
1,940 Added 19.5%
11,891 $290,000
Q4 2019

Jan 17, 2020
BUY
N/A
169 Added 1.73%
9,951 $345,000
Q3 2019

Oct 17, 2019
BUY
N/A
79 Added 0.81%
9,782 $311,000
Q1 2019

Apr 26, 2019
SELL
N/A
-720 Reduced 6.91%
9,703 $313,000
Q4 2018

Jan 18, 2019
BUY
N/A
10,423 New
10,423 $303,000

Others Institutions Holding SCHC

# of Institutions
405
Shares Held
88.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
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