Wealth Management Resources, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Wealth Management Resources, Inc.

$271 Million
Q4 2024

A detailed history of Wealth Management Resources, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 749,888 shares of SCHF stock, worth $14.5 Million. This represents 5.12% of its overall portfolio holdings.

Number of Shares

749,888

Previous 149,214 402.56%

Holding current value

$14.5 Million

Previous $6.14 Million 126.11%

% of portfolio

5.12%

Previous 2.45%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$18.41 - $40.87 $11.1 Million - $24.5 Million	600,674 Added 402.56%	749,888 $13.9 Million
Q3 2024 Oct 31, 2024	BUY	$36.98 - $41.55 $452,894 - $508,862	12,247 Added 8.94%	149,214 $6.14 Million
Q2 2024 Jul 17, 2024	BUY	$37.19 - $39.82 $509,763 - $545,812	13,707 Added 11.12%	136,967 $5.26 Million
Q1 2024 Apr 19, 2024	BUY	$35.71 - $39.11 $693,452 - $759,477	19,419 Added 18.7%	123,260 $4.81 Million
Q4 2023 Jan 19, 2024	BUY	$32.37 - $37.01 $478,719 - $547,340	14,789 Added 16.61%	103,841 $3.84 Million
Q3 2023 Oct 24, 2023	BUY	$33.82 - $36.71 $517,378 - $561,589	15,298 Added 20.74%	89,052 $3.02 Million
Q2 2023 Jul 11, 2023	BUY	$34.48 - $36.54 $922,339 - $977,445	26,750 Added 56.91%	73,754 $2.63 Million
Q1 2023 Apr 10, 2023	BUY	$32.42 - $35.44 $286,852 - $313,573	8,848 Added 23.19%	47,004 $1.64 Million
Q4 2022 Jan 17, 2023	BUY	$28.0 - $33.87 $112,084 - $135,581	4,003 Added 11.72%	38,156 $0
Q3 2022 Oct 13, 2022	BUY	$28.01 - $33.61 $126,213 - $151,446	4,506 Added 15.2%	34,153 $960,000
Q2 2022 Jul 22, 2022	BUY	$31.13 - $37.19 $47,628 - $56,900	1,530 Added 5.44%	29,647 $932,000
Q1 2022 Apr 20, 2022	BUY	$33.67 - $39.47 $68,585 - $80,400	2,037 Added 7.81%	28,117 $1.03 Million
Q4 2021 Feb 10, 2022	BUY	$37.77 - $40.6 $985,041 - $1.06 Million	26,080 New	26,080 $1.01 Million

Others Institutions Holding SCHF

# of Institutions

1,290

Shares Held

853M

Call Options Held

80.7K

Put Options Held

8.3K

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Wealth Management Resources, Inc. Schwab Strategic Tr Intl Eqty Transaction History