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

Wescott Financial Advisory Group, LLC

  • $857 Million
  • Q1 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 19,886 shares of SCHF stock, worth $428,941. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,886
Previous 25,286 21.36%
Holding current value
$428,941
Previous $467,000 15.85%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,413
Shares Held
1.54B
Call Options Held
52.9K
Put Options Held
3.9K
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

SCHF Quotes by TradingView
  • Ticker SCHF
  • Sector ETFs
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More about SCHF
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