United Capital Financial Advisers, LLC Schwab Strategic Tr Intl Eqty Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 1,348,604 shares of SCHF stock, worth $25.8 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,348,604
Previous 1,376,547 2.03%
Holding current value
$25.8 Million
Previous $52.9 Million 4.86%
% of portfolio
0.28%
Previous 0.46%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$36.98 - $41.55 $1.03 Million - $1.16 Million
-27,943 Reduced 2.03%
1,348,604 $55.5 Million
Q2 2024

Aug 14, 2024
SELL
$37.19 - $39.82 $1.76 Million - $1.89 Million
-47,351 Reduced 3.33%
1,376,547 $52.9 Million
Q1 2024

May 15, 2024
SELL
$35.71 - $39.11 $4.55 Million - $4.98 Million
-127,387 Reduced 8.21%
1,423,898 $55.6 Million
Q4 2023

Feb 14, 2024
SELL
$32.37 - $37.01 $23.3 Million - $26.7 Million
-720,575 Reduced 31.72%
1,551,285 $57.3 Million
Q3 2023

Nov 14, 2023
SELL
$33.82 - $36.71 $1.33 Million - $1.44 Million
-39,230 Reduced 1.7%
2,271,860 $77.2 Million
Q2 2023

Aug 14, 2023
SELL
$34.48 - $36.54 $4.11 Million - $4.36 Million
-119,187 Reduced 4.9%
2,311,090 $82.4 Million
Q1 2023

Aug 14, 2023
BUY
$32.42 - $35.44 $3.86 Million - $4.22 Million
119,187 Added 5.16%
2,430,277 $84.6 Million
Q1 2023

May 15, 2023
SELL
$32.42 - $35.44 $833,583 - $911,233
-25,712 Reduced 1.05%
2,430,277 $84.6 Million
Q4 2022

Feb 14, 2023
SELL
$28.0 - $33.87 $3.26 Million - $3.94 Million
-116,258 Reduced 4.52%
2,455,989 $79.1 Million
Q3 2022

Nov 14, 2022
SELL
$28.01 - $33.61 $1.88 Million - $2.25 Million
-66,951 Reduced 2.54%
2,572,247 $72.4 Million
Q2 2022

Aug 11, 2022
SELL
$31.13 - $37.19 $1.75 Million - $2.09 Million
-56,266 Reduced 2.09%
2,639,198 $83 Million
Q1 2022

May 16, 2022
SELL
$33.67 - $39.47 $713,568 - $836,487
-21,193 Reduced 0.78%
2,695,464 $99 Million
Q4 2021

Feb 14, 2022
BUY
$37.77 - $40.6 $693,834 - $745,822
18,370 Added 0.68%
2,716,657 $106 Million
Q3 2021

Nov 15, 2021
BUY
$38.35 - $40.79 $205,364 - $218,430
5,355 Added 0.2%
2,698,287 $104 Million
Q2 2021

Aug 13, 2021
BUY
$38.15 - $40.84 $2.32 Million - $2.48 Million
60,706 Added 2.31%
2,692,932 $106 Million
Q1 2021

May 14, 2021
SELL
$35.74 - $38.15 $568,015 - $606,317
-15,893 Reduced 0.6%
2,632,226 $99 Million
Q4 2020

Feb 17, 2021
SELL
$30.32 - $36.26 $373,754 - $446,977
-12,327 Reduced 0.46%
2,648,119 $95.4 Million
Q3 2020

Nov 13, 2020
SELL
$29.85 - $32.42 $4.55 Million - $4.94 Million
-152,405 Reduced 5.42%
2,660,446 $83.5 Million
Q2 2020

Aug 13, 2020
SELL
$24.62 - $31.42 $219,118 - $279,638
-8,900 Reduced 0.32%
2,812,851 $83.7 Million
Q1 2020

May 15, 2020
BUY
$22.3 - $34.12 $5.81 Million - $8.89 Million
260,672 Added 10.18%
2,821,751 $72.9 Million
Q4 2019

Feb 14, 2020
BUY
$30.95 - $33.72 $20.1 Million - $21.9 Million
650,555 Added 34.05%
2,561,079 $86.1 Million
Q3 2019

Nov 14, 2019
BUY
$31.56 - $32.18 $1.64 Million - $1.67 Million
52,034 Added 2.8%
1,910,524 $60.9 Million
Q2 2019

Aug 13, 2019
BUY
N/A
715,038 Added 62.53%
1,858,490 $59.6 Million
Q1 2019

May 14, 2019
BUY
N/A
143,825 Added 14.39%
1,143,452 $35.8 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-12,834 Reduced 1.27%
999,627 $28.3 Million
Q3 2018

Nov 14, 2018
BUY
N/A
11,822 Added 1.18%
1,012,461 $33.9 Million
Q2 2018

Aug 14, 2018
BUY
N/A
70,197 Added 7.54%
1,000,639 $33.1 Million
Q1 2018

May 15, 2018
BUY
N/A
628,852 Added 208.51%
930,442 $31.4 Million
Q4 2017

Feb 13, 2018
BUY
N/A
4,340 Added 1.46%
301,590 $10.3 Million
Q3 2017

Nov 14, 2017
BUY
N/A
145,754 Added 96.21%
297,250 $9.95 Million
Q2 2017

Aug 14, 2017
BUY
N/A
151,496
151,496 $4.82 Million

Others Institutions Holding SCHF

# of Institutions
1,267
Shares Held
773M
Call Options Held
80.7K
Put Options Held
8.3K
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

SCHF Quotes by TradingView
  • Ticker SCHF
  • Sector ETFs
  • Industry ETFs
More about SCHF
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email