Jfs Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,352 shares of SCHC stock, worth $48,888. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,352
Previous 1,314 2.89%
Holding current value
$48,888
Previous $50,000 8.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$33.93 - $38.37 $1,289 - $1,458
38 Added 2.89%
1,352 $46,000
Q3 2024

Oct 25, 2024
BUY
$34.48 - $38.87 $6,102 - $6,879
177 Added 15.57%
1,314 $50,000
Q4 2023

Feb 07, 2024
BUY
$30.0 - $35.05 $900 - $1,051
30 Added 2.71%
1,137 $39,000
Q2 2023

Aug 07, 2023
BUY
$32.67 - $34.58 $163 - $172
5 Added 0.45%
1,107 $37,000
Q4 2022

Feb 13, 2023
BUY
$27.31 - $32.98 $518 - $626
19 Added 1.75%
1,102 $34,000
Q4 2021

Feb 03, 2022
BUY
$39.06 - $43.63 $1,054 - $1,178
27 Added 2.56%
1,083 $44,000
Q2 2021

Aug 04, 2021
BUY
$40.16 - $43.04 $240 - $258
6 Added 0.57%
1,056 $44,000
Q4 2020

Feb 01, 2021
BUY
$31.39 - $37.85 $533 - $643
17 Added 1.65%
1,050 $40,000
Q4 2019

Feb 03, 2020
BUY
$31.2 - $34.65 $873 - $970
28 Added 2.79%
1,033 $36,000
Q3 2019

Oct 31, 2019
BUY
$31.72 - $32.37 $158 - $161
5 Added 0.5%
1,005 $32,000
Q1 2018

Apr 26, 2018
SELL
N/A
-65 Reduced 6.1%
1,000 $37,000
Q4 2017

Jan 31, 2018
BUY
N/A
65 Added 6.5%
1,065 $39,000
Q3 2017

Oct 20, 2017
BUY
N/A
1,000
1,000 $36,000

Others Institutions Holding SCHC

# of Institutions
455
Shares Held
46.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
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