Congress Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Congress Wealth Management LLC holds 258,684 shares of SCHF stock, worth $5.12 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

258,684

Previous 118,335 118.6%

Holding current value

$5.12 Million

Previous $4.87 Million 1.64%

% of portfolio

0.07%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$18.41 - $40.87 $2.58 Million - $5.74 Million	140,349 Added 118.6%	258,684 $4.79 Million
Q3 2024 Nov 12, 2024	SELL	$36.98 - $41.55 $172,585 - $193,913	-4,667 Reduced 3.79%	118,335 $4.87 Million
Q2 2024 Aug 13, 2024	SELL	$37.19 - $39.82 $140,838 - $150,798	-3,787 Reduced 2.99%	123,002 $4.73 Million
Q1 2024 Apr 18, 2024	SELL	$35.71 - $39.11 $109,808 - $120,263	-3,075 Reduced 2.37%	126,789 $4.95 Million
Q4 2023 Feb 09, 2024	SELL	$32.37 - $37.01 $36,610 - $41,858	-1,131 Reduced 0.86%	129,864 $4.8 Million
Q3 2023 Oct 30, 2023	SELL	$33.82 - $36.71 $1.22 Million - $1.33 Million	-36,111 Reduced 21.61%	130,995 $4.45 Million
Q2 2023 Jul 13, 2023	SELL	$34.48 - $36.54 $311,595 - $330,211	-9,037 Reduced 5.13%	167,106 $5.96 Million
Q1 2023 Apr 14, 2023	SELL	$32.42 - $35.44 $105,202 - $115,002	-3,245 Reduced 1.81%	176,143 $6.13 Million
Q4 2022 Feb 02, 2023	SELL	$28.0 - $33.87 $166,712 - $201,661	-5,954 Reduced 3.21%	179,388 $5.78 Million
Q3 2022 Nov 08, 2022	SELL	$28.01 - $33.61 $120,611 - $144,724	-4,306 Reduced 2.27%	185,342 $5.21 Million
Q2 2022 Aug 11, 2022	SELL	$31.13 - $37.19 $11,300 - $13,499	-363 Reduced 0.19%	189,648 $5.97 Million
Q1 2022 May 16, 2022	SELL	$33.67 - $39.47 $503,501 - $590,234	-14,954 Reduced 7.3%	190,011 $6.98 Million
Q4 2021 Feb 04, 2022	BUY	$37.77 - $40.6 $7.74 Million - $8.32 Million	204,965 New	204,965 $7.97 Million

Others Institutions Holding SCHF

# of Institutions

1,373

Shares Held

1.39B

Call Options Held

38.7K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History