Jfs Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty 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 Eqty stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 366,413 shares of SCHF stock, worth $7.31 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

366,413

Previous 190,952 91.89%

Holding current value

$7.31 Million

Previous $7.85 Million 13.67%

% of portfolio

0.47%

Previous 0.53%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$18.41 - $40.87 $3.23 Million - $7.17 Million	175,461 Added 91.89%	366,413 $6.78 Million
Q3 2024 Oct 25, 2024	SELL	$36.98 - $41.55 $160,973 - $180,867	-4,353 Reduced 2.23%	190,952 $7.85 Million
Q2 2024 Jul 15, 2024	SELL	$37.19 - $39.82 $416,565 - $446,023	-11,201 Reduced 5.42%	195,305 $7.5 Million
Q1 2024 Apr 30, 2024	SELL	$35.71 - $39.11 $207,153 - $226,877	-5,801 Reduced 2.73%	206,506 $8.06 Million
Q4 2023 Feb 07, 2024	SELL	$32.37 - $37.01 $235,653 - $269,432	-7,280 Reduced 3.32%	212,307 $7.85 Million
Q3 2023 Nov 02, 2023	SELL	$33.82 - $36.71 $131,390 - $142,618	-3,885 Reduced 1.74%	219,587 $7.46 Million
Q2 2023 Aug 07, 2023	SELL	$34.48 - $36.54 $197,225 - $209,008	-5,720 Reduced 2.5%	223,472 $7.97 Million
Q1 2023 Apr 19, 2023	SELL	$32.42 - $35.44 $120,407 - $131,624	-3,714 Reduced 1.59%	229,192 $7.98 Million
Q4 2022 Feb 13, 2023	SELL	$28.0 - $33.87 $378,644 - $458,024	-13,523 Reduced 5.49%	232,906 $7.5 Million
Q3 2022 Oct 21, 2022	SELL	$28.01 - $33.61 $186,770 - $224,111	-6,668 Reduced 2.63%	246,429 $6.93 Million
Q2 2022 Aug 02, 2022	BUY	$31.13 - $37.19 $432,302 - $516,457	13,887 Added 5.81%	253,097 $7.96 Million
Q1 2022 May 02, 2022	SELL	$33.67 - $39.47 $95,454 - $111,897	-2,835 Reduced 1.17%	239,210 $8.78 Million
Q4 2021 Feb 03, 2022	BUY	$37.77 - $40.6 $135,178 - $145,307	3,579 Added 1.5%	242,045 $9.41 Million
Q3 2021 Nov 09, 2021	SELL	$38.35 - $40.79 $2.03 Million - $2.15 Million	-52,808 Reduced 18.13%	238,466 $9.23 Million
Q2 2021 Aug 04, 2021	SELL	$38.15 - $40.84 $859,443 - $920,043	-22,528 Reduced 7.18%	291,274 $11.5 Million
Q1 2021 Apr 28, 2021	SELL	$35.74 - $38.15 $181,309 - $193,534	-5,073 Reduced 1.59%	313,802 $11.8 Million
Q4 2020 Feb 01, 2021	BUY	$30.32 - $36.26 $1.1 Million - $1.31 Million	36,160 Added 12.79%	318,875 $11.5 Million
Q3 2020 Oct 28, 2020	BUY	$29.85 - $32.42 $886,156 - $962,452	29,687 Added 11.73%	282,715 $8.88 Million
Q2 2020 Aug 05, 2020	SELL	$24.62 - $31.42 $1,477 - $1,885	-60 Reduced 0.02%	253,028 $7.53 Million
Q1 2020 Apr 29, 2020	BUY	$22.3 - $34.12 $1.68 Million - $2.57 Million	75,287 Added 42.34%	253,088 $6.54 Million
Q4 2019 Feb 03, 2020	BUY	$30.95 - $33.72 $490,155 - $534,023	15,837 Added 9.78%	177,801 $5.98 Million
Q3 2019 Oct 31, 2019	BUY	$31.56 - $32.18 $281,041 - $286,562	8,905 Added 5.82%	161,964 $5.16 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-2,123 Reduced 1.37%	153,059 $4.91 Million
Q1 2019 Apr 23, 2019	SELL	N/A	-43,484 Reduced 21.89%	155,182 $4.86 Million
Q4 2018 Jan 28, 2019	BUY	N/A	61,372 Added 44.7%	198,666 $5.63 Million
Q3 2018 Nov 09, 2018	BUY	N/A	2,414 Added 1.79%	137,294 $4.6 Million
Q2 2018 Jul 26, 2018	BUY	N/A	7,248 Added 5.68%	134,880 $4.46 Million
Q1 2018 Apr 26, 2018	BUY	N/A	5,226 Added 4.27%	127,632 $4.3 Million
Q4 2017 Jan 31, 2018	BUY	N/A	4,797 Added 4.08%	122,406 $4.17 Million
Q3 2017 Oct 20, 2017	BUY	N/A	117,609	117,609 $3.94 Million

Others Institutions Holding SCHF

# of Institutions

1,381

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