Holistic Financial Partners Schwab Strategic Tr Intl Eqty Transaction History

Holistic Financial Partners

  • $262 Million
  • Q4 2025

A detailed history of Holistic Financial Partners transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Holistic Financial Partners holds 553,411 shares of SCHF stock, worth $13.2 Million. This represents 5.05% of its overall portfolio holdings.

Number of Shares
553,411
Previous 532,626 3.9%
Holding current value
$13.2 Million
Previous $12.4 Million 6.81%
% of portfolio
5.05%
Previous 5.24%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$23.02 - $24.23 $478,470 - $503,620
20,785 Added 3.9%
553,411 $13.2 Million
Q3 2025

Nov 07, 2025
SELL
$21.69 - $23.34 $6,029 - $6,488
-278 Reduced 0.05%
532,626 $12.4 Million
Q2 2025

Aug 05, 2025
SELL
$17.76 - $22.1 $16,499 - $20,530
-929 Reduced 0.17%
532,904 $11.8 Million
Q1 2025

May 06, 2025
SELL
$18.36 - $20.51 $80,618 - $90,059
-4,391 Reduced 0.82%
533,833 $10.6 Million
Q4 2024

Feb 04, 2025
BUY
$18.41 - $40.87 $5.14 Million - $11.4 Million
279,091 Added 107.7%
538,224 $9.96 Million
Q3 2024

Nov 07, 2024
BUY
$36.98 - $41.55 $210,822 - $236,876
5,701 Added 2.25%
259,133 $10.7 Million
Q2 2024

Jul 30, 2024
SELL
$37.19 - $39.82 $754,845 - $808,226
-20,297 Reduced 7.41%
253,432 $9.74 Million
Q1 2024

May 08, 2024
SELL
$35.71 - $39.11 $145,589 - $159,451
-4,077 Reduced 1.47%
273,729 $10.7 Million
Q4 2023

Feb 12, 2024
SELL
$32.37 - $37.01 $256,823 - $293,637
-7,934 Reduced 2.78%
277,806 $10.3 Million
Q3 2023

Nov 08, 2023
SELL
$33.82 - $36.71 $1.53 Million - $1.66 Million
-45,143 Reduced 13.64%
285,740 $9.7 Million
Q2 2023

Aug 09, 2023
BUY
$34.48 - $36.54 $271,633 - $287,862
7,878 Added 2.44%
330,883 $11.8 Million
Q1 2023

May 04, 2023
BUY
$32.42 - $35.44 $599,251 - $655,072
18,484 Added 6.07%
323,005 $11.2 Million
Q4 2022

Feb 07, 2023
BUY
$28.0 - $33.87 $42,000 - $50,804
1,500 Added 0.5%
304,521 $9.81 Million
Q3 2022

Nov 09, 2022
SELL
$28.01 - $33.61 $14,285 - $17,141
-510 Reduced 0.17%
303,021 $8.52 Million
Q2 2022

Aug 02, 2022
SELL
$31.13 - $37.19 $198,609 - $237,272
-6,380 Reduced 2.06%
303,531 $9.55 Million
Q1 2022

May 13, 2022
SELL
$33.67 - $39.47 $958,652 - $1.12 Million
-28,472 Reduced 8.41%
309,911 $11.4 Million
Q4 2021

Feb 11, 2022
BUY
$37.77 - $40.6 $236,780 - $254,521
6,269 Added 1.89%
338,383 $13.2 Million
Q3 2021

Nov 12, 2021
BUY
$38.35 - $40.79 $568,577 - $604,752
14,826 Added 4.67%
332,114 $12.9 Million
Q2 2021

Aug 13, 2021
BUY
$38.15 - $40.84 $294,785 - $315,570
7,727 Added 2.5%
317,288 $12.5 Million
Q1 2021

May 11, 2021
SELL
$35.74 - $38.15 $131,273 - $140,124
-3,673 Reduced 1.17%
309,561 $11.6 Million
Q4 2020

Feb 10, 2021
BUY
$30.32 - $36.26 $98,509 - $117,808
3,249 Added 1.05%
313,234 $11.3 Million
Q3 2020

Nov 13, 2020
BUY
$29.85 - $32.42 $104,803 - $113,826
3,511 Added 1.15%
309,985 $9.72 Million
Q2 2020

Aug 13, 2020
SELL
$24.62 - $31.42 $1.56 Million - $1.99 Million
-63,237 Reduced 17.1%
306,474 $9.12 Million
Q1 2020

May 05, 2020
SELL
$22.3 - $34.12 $416,898 - $637,873
-18,695 Reduced 4.81%
369,711 $9.55 Million
Q4 2019

Feb 06, 2020
BUY
$30.95 - $33.72 $588,204 - $640,848
19,005 Added 5.14%
388,406 $13.1 Million
Q3 2019

Nov 07, 2019
BUY
$31.56 - $32.18 $3.53 Million - $3.6 Million
111,885 Added 43.45%
369,401 $11.8 Million
Q2 2019

Aug 07, 2019
BUY
N/A
14,540 Added 5.98%
257,516 $8.26 Million
Q1 2019

May 07, 2019
BUY
N/A
32,003 Added 15.17%
242,976 $7.61 Million
Q4 2018

Feb 11, 2019
BUY
N/A
25,396 Added 13.68%
210,973 $5.98 Million
Q3 2018

Nov 05, 2018
BUY
N/A
46,827 Added 33.75%
185,577 $6.22 Million
Q2 2018

Aug 14, 2018
BUY
N/A
24,167 Added 21.09%
138,750 $4.59 Million
Q1 2018

May 14, 2018
BUY
N/A
33,673 Added 41.62%
114,583 $3.86 Million
Q4 2017

Feb 09, 2018
BUY
N/A
80,910
80,910 $2.76 Million

Others Institutions Holding SCHF

# of Institutions
1,556
Shares Held
1.5B
Call Options Held
154K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

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