Walkner Condon Financial Advisors LLC Schwab Strategic Tr Intl Small Transaction History

Walkner Condon Financial Advisors LLC

  • $466 Million
  • Q1 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 32,491 shares of SCHC stock, worth $1.16 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
32,491
Previous 31,606 2.8%
Holding current value
$1.16 Million
Previous $1.1 Million 5.54%
% of portfolio
0.25%
Previous 0.25%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$33.2 - $35.86 $29,382 - $31,736
885 Added 2.8%
32,491 $1.16 Million
Q4 2023

Jan 23, 2024
BUY
$30.0 - $35.05 $7,350 - $8,587
245 Added 0.78%
31,606 $1.1 Million
Q3 2023

Oct 19, 2023
SELL
$32.0 - $35.51 $15,872 - $17,612
-496 Reduced 1.56%
31,361 $1.01 Million
Q2 2023

Jul 21, 2023
SELL
$32.67 - $34.58 $16,890 - $17,877
-517 Reduced 1.6%
31,857 $1.08 Million
Q1 2023

Apr 20, 2023
SELL
$31.54 - $34.93 $189 - $209
-6 Reduced 0.02%
32,374 $1.09 Million
Q4 2022

Jan 25, 2023
BUY
$29.55 - $32.98 $77,391 - $86,374
2,619 Added 8.8%
32,380 $0
Q3 2022

Oct 28, 2022
BUY
N/A
5,340 Added 21.87%
29,761 $826,000
Q2 2022

Aug 04, 2022
BUY
N/A
2,946 Added 13.72%
24,421 $763,000
Q1 2022

May 03, 2022
SELL
N/A
-4,851 Reduced 18.43%
21,475 $816 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-90 Reduced 0.34%
26,326 $0
Q3 2021

Nov 04, 2021
SELL
N/A
-2,052 Reduced 7.21%
26,416 $1.1 Million
Q2 2021

Aug 10, 2021
BUY
N/A
1,280 Added 4.71%
28,468 $1.19 Million
Q1 2021

Apr 13, 2021
BUY
N/A
1,325 Added 5.12%
27,188 $1.07 Million
Q4 2020

Jan 12, 2021
BUY
N/A
11,371 Added 78.46%
25,863 $974,000
Q3 2020

Nov 10, 2020
BUY
N/A
14,492 New
14,492 $471,000

Others Institutions Holding SCHC

# of Institutions
405
Shares Held
88.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
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