Wetherby Asset Management Inc Schwab Strategic Tr Intl Eqty Transaction History

Wetherby Asset Management Inc

$2.08 Billion
Q2 2024

A detailed history of Wetherby Asset Management Inc transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Wetherby Asset Management Inc holds 13,504 shares of SCHF stock, worth $268,189. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,504

Previous 13,504 -0.0%

Holding current value

$268,189

Previous $526,000 1.52%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$35.71 - $39.11 $629,995 - $689,978	-17,642 Reduced 56.64%	13,504 $526,000
Q4 2023 Feb 14, 2024	BUY	$32.37 - $37.01 $774,775 - $885,834	23,935 Added 331.92%	31,146 $1.15 Million
Q3 2023 Nov 14, 2023	BUY	$33.82 - $36.71 $20,190 - $21,915	597 Added 9.03%	7,211 $244,000
Q2 2023 Aug 14, 2023	SELL	$34.48 - $36.54 $1,172 - $1,242	-34 Reduced 0.51%	6,614 $235,000
Q1 2023 May 12, 2023	SELL	$32.42 - $35.44 $71,032 - $77,649	-2,191 Reduced 24.79%	6,648 $231,000
Q3 2022 Nov 14, 2022	BUY	$28.01 - $33.61 $65,907 - $79,084	2,353 Added 36.28%	8,839 $249,000
Q2 2022 Aug 15, 2022	BUY	$31.13 - $37.19 $201,909 - $241,214	6,486 New	6,486 $204,000

Others Institutions Holding SCHF

# of Institutions

1,210

Shares Held

860M

Call Options Held

38.3K

Put Options Held

600

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About SCHWAB STRATEGIC TR INTL EQTY

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Wetherby Asset Management Inc Schwab Strategic Tr Intl Eqty Transaction History