Strategic Financial Planning, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Strategic Financial Planning, Inc.

$145 Million
Q1 2025

A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 199,814 shares of SCHF stock, worth $4.3 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

199,814

Previous 200,866 0.52%

Holding current value

$4.3 Million

Previous $3.72 Million 6.35%

% of portfolio

2.73%

Previous 2.53%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$18.36 - $20.51 $19,314 - $21,576	-1,052 Reduced 0.52%	199,814 $3.95 Million
Q4 2024 Feb 13, 2025	BUY	$18.41 - $40.87 $1.85 Million - $4.11 Million	100,470 Added 100.07%	200,866 $3.72 Million
Q3 2024 Oct 25, 2024	SELL	$36.98 - $41.55 $54,064 - $60,746	-1,462 Reduced 1.44%	100,396 $4.13 Million
Q2 2024 Aug 09, 2024	SELL	$37.19 - $39.82 $298,710 - $319,834	-8,032 Reduced 7.31%	101,858 $3.91 Million
Q1 2024 Apr 22, 2024	SELL	$35.71 - $39.11 $116,450 - $127,537	-3,261 Reduced 2.88%	109,890 $4.29 Million
Q4 2023 Feb 12, 2024	BUY	$32.37 - $37.01 $96,656 - $110,511	2,986 Added 2.71%	113,151 $4.18 Million
Q3 2023 Nov 09, 2023	SELL	$33.82 - $36.71 $90,671 - $98,419	-2,681 Reduced 2.38%	110,165 $3.74 Million
Q2 2023 Aug 10, 2023	SELL	$34.48 - $36.54 $114,887 - $121,751	-3,332 Reduced 2.87%	112,846 $4.02 Million
Q1 2023 May 10, 2023	SELL	$32.42 - $35.44 $163,526 - $178,759	-5,044 Reduced 4.16%	116,178 $4.04 Million
Q4 2022 Feb 14, 2023	BUY	$28.0 - $33.87 $107,548 - $130,094	3,841 Added 3.27%	121,222 $3.9 Million
Q3 2022 Nov 14, 2022	BUY	$28.01 - $33.61 $161,393 - $193,660	5,762 Added 5.16%	117,381 $3.3 Million
Q2 2022 Aug 03, 2022	SELL	$31.13 - $37.19 $847,856 - $1.01 Million	-27,236 Reduced 19.61%	111,619 $3.51 Million
Q1 2022 May 05, 2022	BUY	$33.67 - $39.47 $175,218 - $205,401	5,204 Added 3.89%	138,855 $5.1 Million
Q4 2021 Feb 07, 2022	BUY	$37.77 - $40.6 $139,371 - $149,814	3,690 Added 2.84%	133,651 $5.2 Million
Q3 2021 Nov 09, 2021	BUY	$38.35 - $40.79 $81,455 - $86,637	2,124 Added 1.66%	129,961 $5.03 Million
Q2 2021 Aug 06, 2021	SELL	$38.15 - $40.84 $94,993 - $101,691	-2,490 Reduced 1.91%	127,837 $5.04 Million
Q1 2021 May 07, 2021	BUY	$35.74 - $38.15 $187,206 - $199,829	5,238 Added 4.19%	130,327 $4.9 Million
Q4 2020 Feb 11, 2021	BUY	$30.32 - $36.26 $115,397 - $138,005	3,806 Added 3.14%	125,089 $4.5 Million
Q3 2020 Nov 09, 2020	SELL	$29.85 - $32.42 $65,789 - $71,453	-2,204 Reduced 1.78%	121,283 $3.81 Million
Q2 2020 Aug 07, 2020	BUY	$24.62 - $31.42 $1.02 Million - $1.3 Million	41,529 Added 50.67%	123,487 $3.67 Million
Q1 2020 Apr 21, 2020	SELL	$22.3 - $34.12 $3.86 Million - $5.91 Million	-173,167 Reduced 67.88%	81,958 $2.12 Million
Q4 2019 Feb 13, 2020	BUY	$30.95 - $33.72 $7.9 Million - $8.6 Million	255,125 New	255,125 $8.58 Million

Others Institutions Holding SCHF

# of Institutions

1,412

Shares Held

1.54B

Call Options Held

52.9K

Put Options Held

3.9K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

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Strategic Financial Planning, Inc. Schwab Strategic Tr Intl Eqty Transaction History