Summit Financial Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History

Summit Financial Wealth Advisors, LLC

  • $440 Million
  • Q2 2024

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 26, 2022
SELL
$31.13 - $37.19 $2.08 Million - $2.49 Million
-66,835 Reduced 14.27%
401,575 $12.9 Million
Q1 2022

May 06, 2022
BUY
$33.67 - $39.47 $12.7 Million - $14.9 Million
376,776 Added 411.17%
468,410 $17.2 Million
Q4 2021

Jan 12, 2022
BUY
$37.77 - $40.6 $604,017 - $649,275
15,992 Added 21.14%
91,634 $3.6 Million
Q3 2021

Nov 05, 2021
BUY
$38.35 - $40.79 $191,059 - $203,215
4,982 Added 7.05%
75,642 $2.93 Million
Q2 2021

Aug 09, 2021
BUY
$38.15 - $40.84 $336,330 - $360,045
8,816 Added 14.26%
70,660 $2.79 Million
Q1 2021

Apr 23, 2021
SELL
$35.74 - $38.15 $84,739 - $90,453
-2,371 Reduced 3.69%
61,844 $2.23 Million
Q4 2020

Jan 11, 2021
SELL
$30.32 - $36.26 $16,281 - $19,471
-537 Reduced 0.83%
64,215 $2.02 Million
Q3 2020

Nov 09, 2020
BUY
$29.85 - $32.42 $27,760 - $30,150
930 Added 1.46%
64,752 $1.99 Million
Q2 2020

Jul 16, 2020
BUY
$24.62 - $31.42 $66,474 - $84,834
2,700 Added 4.42%
63,822 $1.94 Million
Q1 2020

Apr 29, 2020
BUY
$22.3 - $34.12 $474,187 - $725,527
21,264 Added 53.35%
61,122 $1.59 Million
Q4 2019

Jan 28, 2020
BUY
$30.95 - $33.72 $160,042 - $174,366
5,171 Added 14.91%
39,858 $1.32 Million
Q3 2019

Nov 05, 2019
SELL
$31.56 - $32.18 $133,719 - $136,346
-4,237 Reduced 10.89%
34,687 $1.11 Million
Q2 2019

Jul 16, 2019
BUY
N/A
6,756 Added 21.0%
38,924 $1.25 Million
Q1 2019

May 01, 2019
BUY
N/A
1,045 Added 3.36%
32,168 $1.03 Million
Q4 2018

Feb 01, 2019
BUY
N/A
5,316 Added 20.6%
31,123 $882,000
Q3 2018

Oct 22, 2018
BUY
N/A
5,017 Added 24.13%
25,807 $810,000
Q2 2018

Jul 06, 2018
SELL
N/A
-65 Reduced 0.31%
20,790 $701,000
Q1 2018

Apr 09, 2018
BUY
N/A
13,301 Added 176.08%
20,855 $703,000
Q1 2018

Apr 06, 2018
BUY
N/A
934 Added 14.11%
7,554 $255,000
Q4 2017

Feb 05, 2018
BUY
N/A
6,620
6,620 $226,000

Others Institutions Holding SCHF

# of Institutions
1,210
Shares Held
860M
Call Options Held
38.3K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

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