Wescott Financial Advisory Group, LLC Schwab Strategic Tr Intl Eqty Transaction History

Wescott Financial Advisory Group, LLC

$932 Million
Q2 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 20,016 shares of SCHF stock, worth $449,959. This represents 0.05% of its overall portfolio holdings.

Number of Shares

20,016

Previous 19,886 0.65%

Holding current value

$449,959

Previous $393,000 12.47%

% of portfolio

0.05%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$17.76 - $22.1 $2,308 - $2,873	130 Added 0.65%	20,016 $442,000
Q1 2025 May 14, 2025	SELL	$18.36 - $20.51 $99,144 - $110,754	-5,400 Reduced 21.36%	19,886 $393,000
Q4 2024 Feb 12, 2025	BUY	$18.41 - $40.87 $236,734 - $525,547	12,859 Added 103.48%	25,286 $467,000
Q3 2024 Nov 12, 2024	BUY	$36.98 - $41.55 $3,365 - $3,781	91 Added 0.74%	12,427 $510,000
Q1 2024 May 13, 2024	BUY	$35.71 - $39.11 $4,320 - $4,732	121 Added 0.99%	12,336 $481,000
Q4 2023 Feb 13, 2024	BUY	$32.37 - $37.01 $6,862 - $7,846	212 Added 1.77%	12,215 $451,000
Q3 2023 Nov 09, 2023	BUY	$33.82 - $36.71 $47,348 - $51,394	1,400 Added 13.2%	12,003 $407,000
Q2 2023 Aug 11, 2023	BUY	$34.48 - $36.54 $4,034 - $4,275	117 Added 1.12%	10,603 $377,000
Q4 2022 Feb 06, 2023	BUY	$28.0 - $33.87 $5,488 - $6,638	196 Added 1.9%	10,486 $337,000
Q3 2022 Nov 14, 2022	BUY	$28.01 - $33.61 $31,455 - $37,744	1,123 Added 12.25%	10,290 $289,000
Q2 2022 Jul 28, 2022	BUY	$31.13 - $37.19 $2,459 - $2,938	79 Added 0.87%	9,167 $288,000
Q1 2022 May 16, 2022	BUY	$33.67 - $39.47 $305,992 - $358,703	9,088 New	9,088 $334,000

Others Institutions Holding SCHF

# of Institutions

1,477

Shares Held

1.54B

Call Options Held

52.9K

Put Options Held

3.9K

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About SCHWAB STRATEGIC TR INTL EQTY

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Wescott Financial Advisory Group, LLC Schwab Strategic Tr Intl Eqty Transaction History