Summit Financial Strategies, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Summit Financial Strategies, Inc.

  • $679 Million
  • Q1 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 151,456 shares of SCHF stock, worth $5.98 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
151,456
Previous 152,955 0.98%
Holding current value
$5.98 Million
Previous $5.65 Million 4.53%
% of portfolio
0.87%
Previous 0.9%

Shares

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

May 09, 2024
SELL
$35.71 - $39.11 $53,529 - $58,625
-1,499 Reduced 0.98%
151,456 $5.91 Million
Q4 2023

Feb 13, 2024
SELL
$32.37 - $37.01 $69,466 - $79,423
-2,146 Reduced 1.38%
152,955 $5.65 Million
Q3 2023

Oct 24, 2023
BUY
$33.82 - $36.71 $32,670 - $35,461
966 Added 0.63%
155,101 $5.27 Million
Q2 2023

Jul 21, 2023
SELL
$34.48 - $36.54 $159,676 - $169,216
-4,631 Reduced 2.92%
154,135 $5.49 Million
Q1 2023

Apr 21, 2023
SELL
$32.42 - $35.44 $41,983 - $45,894
-1,295 Reduced 0.81%
158,766 $5.53 Million
Q4 2022

Jan 20, 2023
SELL
$29.98 - $33.87 $2.11 Million - $2.38 Million
-70,361 Reduced 30.54%
160,061 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-658,688 Reduced 74.08%
230,422 $6.48 Million
Q2 2022

Jul 25, 2022
SELL
N/A
-23,334 Reduced 2.56%
889,110 $28 Million
Q1 2022

May 04, 2022
BUY
N/A
43,934 Added 5.06%
912,444 $33.5 Million
Q4 2021

Feb 03, 2022
BUY
N/A
22,171 Added 2.62%
868,510 $33.8 Million
Q3 2021

Nov 10, 2021
BUY
N/A
45,818 Added 5.72%
846,339 $32.8 Million
Q2 2021

Aug 11, 2021
BUY
N/A
205,557 Added 34.55%
800,521 $31.6 Million
Q1 2021

May 11, 2021
BUY
N/A
108,752 Added 22.37%
594,964 $22.2 Million
Q4 2020

Feb 05, 2021
BUY
N/A
16,965 Added 3.62%
486,212 $17.5 Million
Q3 2020

Nov 16, 2020
BUY
N/A
7,538 Added 1.63%
469,247 $14.7 Million
Q2 2020

Jul 31, 2020
BUY
N/A
6,347 Added 1.39%
461,709 $13.7 Million
Q1 2020

May 11, 2020
BUY
N/A
37,322 Added 8.93%
455,362 $11.8 Million
Q4 2019

Feb 11, 2020
BUY
N/A
2,140 Added 0.51%
418,040 $14.1 Million
Q3 2019

Nov 14, 2019
BUY
N/A
11,159 Added 2.76%
415,900 $13.3 Million
Q2 2019

Aug 08, 2019
BUY
N/A
12,196 Added 3.11%
404,741 $13 Million
Q1 2019

May 14, 2019
BUY
N/A
33,895 Added 9.45%
392,545 $12.3 Million
Q4 2018

Feb 06, 2019
BUY
N/A
7,275 Added 2.07%
358,650 $10.2 Million
Q3 2018

Nov 09, 2018
BUY
N/A
21,207 Added 6.42%
351,375 $11.8 Million
Q2 2018

Aug 06, 2018
BUY
N/A
24,834 Added 8.13%
330,168 $10.9 Million
Q1 2018

May 14, 2018
BUY
N/A
7,928 Added 2.67%
305,334 $10.3 Million
Q4 2017

Jan 29, 2018
BUY
N/A
11,415 Added 3.99%
297,406 $10.1 Million
Q3 2017

Nov 09, 2017
BUY
N/A
285,991
285,991 $9.57 Million

Others Institutions Holding SCHF

# of Institutions
1,165
Shares Held
821M
Call Options Held
55.1K
Put Options Held
13.3K
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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