Wealth Plan Partners, LLC Schwab Strategic Tr Intl Eqty Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 481,844 shares of SCHF stock, worth $18.8 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares

481,844

Previous 480,004 0.38%

Holding current value

$18.8 Million

Previous $17.7 Billion 5.98%

% of portfolio

1.95%

Previous 1.82%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$35.71 - $39.11 $65,706 - $71,962	1,840 Added 0.38%	481,844 $18.8 Billion
Q4 2023 Jan 05, 2024	BUY	$32.37 - $37.01 $205,290 - $234,717	6,342 Added 1.34%	480,004 $17.7 Billion
Q3 2023 Nov 01, 2023	BUY	$33.82 - $36.71 $469,387 - $509,498	13,879 Added 3.02%	473,662 $16.1 Billion
Q2 2023 Jul 31, 2023	BUY	$34.48 - $36.54 $158,642 - $168,120	4,601 Added 1.01%	459,783 $16.4 Billion
Q1 2023 May 10, 2023	BUY	$32.42 - $35.44 $192,088 - $209,982	5,925 Added 1.32%	455,182 $15.8 Billion

Q4 2022 Feb 16, 2023	BUY	$29.98 - $33.87 $1.16 Million - $1.31 Million	38,722 Added 9.43%	449,257 $15.8 Billion
Q1 2022 May 03, 2022	SELL	N/A	-6,940 Reduced 1.66%	410,535 $14 Million
Q4 2021 Feb 01, 2022	BUY	N/A	11,353 Added 2.8%	417,475 $15.7 Million
Q3 2021 Dec 09, 2021	BUY	N/A	33,288 Added 8.93%	406,122 $0
Q2 2021 Aug 19, 2021	BUY	N/A	9,032 Added 2.48%	372,834 $15 Million
Q1 2021 May 11, 2021	BUY	N/A	17,799 Added 5.14%	363,802 $14.1 Million
Q4 2020 Feb 09, 2021	BUY	N/A	17,372 Added 5.29%	346,003 $12.7 Million
Q3 2020 Dec 18, 2020	SELL	N/A	-7,907 Reduced 2.35%	328,631 $11 Million
Q2 2020 Aug 19, 2020	BUY	N/A	1,417 Added 0.42%	336,538 $10.8 Million
Q1 2020 May 15, 2020	BUY	N/A	305,768 Added 1041.69%	335,121 $8.98 Million
Q4 2019 Feb 14, 2020	SELL	N/A	-1,857 Reduced 5.95%	29,353 $994,000
Q3 2019 Nov 15, 2019	BUY	N/A	815 Added 2.68%	31,210 $1.04 Million
Q2 2019 Aug 19, 2019	BUY	N/A	13,482 Added 79.71%	30,395 $934,000
Q1 2019 May 16, 2019	BUY	N/A	2,789 Added 19.75%	16,913 $527,000
Q4 2018 Feb 20, 2019	BUY	N/A	863 Added 6.51%	14,124 $435,000
Q3 2018 Nov 21, 2018	BUY	N/A	1,229 Added 10.21%	13,261 $400,000
Q2 2018 Aug 16, 2018	BUY	N/A	5,226 Added 76.79%	12,032 $398,000
Q1 2018 May 16, 2018	BUY	N/A	6,806 New	6,806 $229,000

Others Institutions Holding SCHF

# of Institutions

1,165

Shares Held

821M

Call Options Held

55.1K

Put Options Held

13.3K

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About SCHWAB STRATEGIC TR INTL EQTY

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Wealth Plan Partners, LLC Schwab Strategic Tr Intl Eqty Transaction History