Transform Wealth, LLC Schwab Strategic Tr Intl Eqty Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Transform Wealth, LLC holds 36,468 shares of SCHF stock, worth $705,655. This represents 0.1% of its overall portfolio holdings.

Number of Shares

36,468

Previous 37,001 1.44%

Holding current value

$705,655

Previous $1.42 Million 5.49%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$36.98 - $41.55 $19,710 - $22,146	-533 Reduced 1.44%	36,468 $1.5 Million
Q2 2024 Jul 15, 2024	BUY	$37.19 - $39.82 $183,011 - $195,954	4,921 Added 15.34%	37,001 $1.42 Million
Q1 2024 Apr 15, 2024	SELL	$35.71 - $39.11 $17,247 - $18,890	-483 Reduced 1.48%	32,080 $1.25 Million
Q4 2023 Jan 18, 2024	BUY	$32.37 - $37.01 $2,557 - $2,923	79 Added 0.24%	32,563 $1.2 Million
Q3 2023 Oct 10, 2023	SELL	$33.82 - $36.71 $1.11 Million - $1.2 Million	-32,800 Reduced 50.24%	32,484 $1.1 Million
Q2 2023 Jul 13, 2023	SELL	$34.48 - $36.54 $48,271 - $51,156	-1,400 Reduced 2.1%	65,284 $2.33 Million
Q1 2023 Apr 14, 2023	BUY	$32.42 - $35.44 $1.15 Million - $1.26 Million	35,446 Added 113.47%	66,684 $2.32 Million
Q4 2022 Jan 12, 2023	BUY	$28.0 - $33.87 $874,664 - $1.06 Million	31,238 New	31,238 $0

Others Institutions Holding SCHF

# of Institutions

1,270

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Account

Transform Wealth, LLC Schwab Strategic Tr Intl Eqty Transaction History