West Financial Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History

West Financial Advisors, LLC

$525 Million
Q1 2025

A detailed history of West Financial Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, West Financial Advisors, LLC holds 3,815 shares of SCHF stock, worth $77,787. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,815

Previous 3,808 0.18%

Holding current value

$77,787

Previous $70,000 8.57%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$18.36 - $20.51 $128 - $143	7 Added 0.18%	3,815 $76,000
Q4 2024 Jan 14, 2025	BUY	$18.41 - $40.87 $35,052 - $77,816	1,904 Added 100.0%	3,808 $70,000
Q2 2024 Jul 15, 2024	BUY	$37.19 - $39.82 $18,929 - $20,268	509 Added 36.49%	1,904 $73,000
Q4 2023 Jan 11, 2024	BUY	$32.37 - $37.01 $4,175 - $4,774	129 Added 10.19%	1,395 $51,000
Q1 2023 Apr 18, 2023	SELL	$32.42 - $35.44 $810 - $886	-25 Reduced 1.94%	1,266 $44,000
Q4 2022 Jan 10, 2023	SELL	$28.0 - $33.87 $64,456 - $77,968	-2,302 Reduced 64.07%	1,291 $0
Q3 2022 Oct 11, 2022	SELL	$28.01 - $33.61 $3,473 - $4,167	-124 Reduced 3.34%	3,593 $101,000
Q2 2022 Jul 14, 2022	SELL	$31.13 - $37.19 $9,961 - $11,900	-320 Reduced 7.93%	3,717 $117,000
Q1 2022 Apr 18, 2022	SELL	$33.67 - $39.47 $774 - $907	-23 Reduced 0.57%	4,037 $148,000
Q4 2021 Jan 19, 2022	BUY	$37.77 - $40.6 $3,928 - $4,222	104 Added 2.63%	4,060 $158,000
Q3 2021 Oct 13, 2021	BUY	$38.35 - $40.79 $6,711 - $7,138	175 Added 4.63%	3,956 $153,000
Q2 2021 Jul 27, 2021	BUY	$38.15 - $40.84 $4,387 - $4,696	115 Added 3.14%	3,781 $149,000
Q1 2021 Apr 20, 2021	SELL	$35.74 - $38.15 $857 - $915	-24 Reduced 0.65%	3,666 $138,000
Q4 2020 Feb 22, 2021	BUY	$30.32 - $36.26 $11,976 - $14,322	395 Added 11.99%	3,690 $133,000
Q4 2020 Feb 02, 2021	BUY	$30.32 - $36.26 $99,904 - $119,476	3,295 New	3,295 $98 Million

Others Institutions Holding SCHF

# of Institutions

1,383

Shares Held

1.51B

Call Options Held

38.7K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR INTL EQTY

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West Financial Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History