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

Summit Wealth & Retirement Planning, Inc.

  • $281 Million
  • Q2 2024

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 553,244 shares of SCHF stock, worth $22.5 Million. This represents 7.56% of its overall portfolio holdings.

Number of Shares
553,244
Previous 533,493 3.7%
Holding current value
$22.5 Million
Previous $20.8 Million 2.11%
% of portfolio
7.56%
Previous 7.75%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,196
Shares Held
858M
Call Options Held
38.3K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

SCHF Quotes by TradingView
  • Ticker SCHF
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More about SCHF
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