Summit Wealth & Retirement Planning, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Summit Wealth & Retirement Planning, Inc.

$389 Million
Q3 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,432,169 shares of SCHF stock, worth $34.3 Million. This represents 8.58% of its overall portfolio holdings.

Number of Shares

1,432,169

Previous 1,271,836 12.61%

Holding current value

$34.3 Million

Previous $28.1 Million 18.62%

% of portfolio

8.58%

Previous 7.88%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$21.69 - $23.34 $3.48 Million - $3.74 Million	160,333 Added 12.61%	1,432,169 $33.3 Million
Q2 2025 Aug 06, 2025	BUY	$17.76 - $22.1 $394,716 - $491,172	22,225 Added 1.78%	1,271,836 $28.1 Million
Q1 2025 May 05, 2025	BUY	$18.36 - $20.51 $1.4 Million - $1.57 Million	76,441 Added 6.52%	1,249,611 $24.7 Million
Q4 2024 Jan 28, 2025	BUY	$18.41 - $40.87 $11.1 Million - $24.6 Million	601,675 Added 105.28%	1,173,170 $21.7 Million
Q3 2024 Nov 01, 2024	BUY	$36.98 - $41.55 $674,921 - $758,329	18,251 Added 3.3%	571,495 $23.5 Million

Q2 2024 Aug 06, 2024	BUY	$37.19 - $39.82 $734,539 - $786,484	19,751 Added 3.7%	553,244 $21.3 Million
Q1 2024 May 09, 2024	BUY	$35.71 - $39.11 $869,681 - $952,484	24,354 Added 4.78%	533,493 $20.8 Million
Q4 2023 Feb 01, 2024	BUY	$32.37 - $37.01 $343,607 - $392,861	10,615 Added 2.13%	509,139 $18.8 Million
Q3 2023 Oct 25, 2023	BUY	$33.82 - $36.71 $1.05 Million - $1.14 Million	30,946 Added 6.62%	498,524 $16.9 Million
Q2 2023 Jul 26, 2023	BUY	$34.48 - $36.54 $1.15 Million - $1.22 Million	33,354 Added 7.68%	467,578 $16.7 Million
Q1 2023 May 11, 2023	BUY	$32.42 - $35.44 $1.23 Million - $1.35 Million	38,027 Added 9.6%	434,224 $15.1 Million
Q4 2022 Feb 09, 2023	BUY	$28.0 - $33.87 $210,448 - $254,566	7,516 Added 1.93%	396,197 $12.8 Million
Q3 2022 Nov 10, 2022	SELL	$28.01 - $33.61 $156,631 - $187,947	-5,592 Reduced 1.42%	388,681 $10.9 Million
Q2 2022 Aug 02, 2022	BUY	$31.13 - $37.19 $851,872 - $1.02 Million	27,365 Added 7.46%	394,273 $12.4 Million
Q1 2022 May 12, 2022	SELL	$33.67 - $39.47 $134,275 - $157,406	-3,988 Reduced 1.08%	366,908 $13.5 Million
Q4 2021 Feb 03, 2022	BUY	$37.77 - $40.6 $1.38 Million - $1.48 Million	36,419 Added 10.89%	370,896 $14.4 Million
Q3 2021 Nov 12, 2021	BUY	$38.35 - $40.79 $795,072 - $845,658	20,732 Added 6.61%	334,477 $12.9 Million
Q2 2021 Aug 13, 2021	SELL	$38.15 - $40.84 $60,200 - $64,445	-1,578 Reduced 0.5%	313,745 $12.4 Million
Q1 2021 May 10, 2021	BUY	$35.74 - $38.15 $967,160 - $1.03 Million	27,061 Added 9.39%	315,323 $11.9 Million
Q4 2020 Feb 09, 2021	BUY	$30.32 - $36.26 $713,490 - $853,270	23,532 Added 8.89%	288,262 $10.4 Million
Q3 2020 Nov 10, 2020	BUY	$29.85 - $32.42 $152,085 - $165,179	5,095 Added 1.96%	264,730 $8.31 Million
Q2 2020 Aug 13, 2020	BUY	$24.62 - $31.42 $77,651 - $99,098	3,154 Added 1.23%	259,635 $7.72 Million
Q1 2020 May 11, 2020	SELL	$22.3 - $34.12 $2.45 Million - $3.75 Million	-109,974 Reduced 30.01%	256,481 $6.63 Million
Q4 2019 Feb 10, 2020	SELL	$30.95 - $33.72 $241,750 - $263,386	-7,811 Reduced 2.09%	366,455 $12.3 Million
Q3 2019 Nov 12, 2019	SELL	$31.56 - $32.18 $79,152 - $80,707	-2,508 Reduced 0.67%	374,266 $11.9 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-302 Reduced 0.08%	376,774 $12.1 Million
Q1 2019 May 08, 2019	SELL	N/A	-9,027 Reduced 2.34%	377,076 $11.8 Million
Q4 2018 Feb 08, 2019	BUY	N/A	386,103 New	386,103 $10.9 Million

Others Institutions Holding SCHF

# of Institutions

1,544

Shares Held

1.5B

Call Options Held

154K

Put Options Held

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Summit Wealth & Retirement Planning, Inc. Schwab Strategic Tr Intl Eqty Transaction History