Lee Financial CO Schwab Strategic Tr Intl Eqty Transaction History

Lee Financial CO

$786 Million
Q3 2025

A detailed history of Lee Financial CO transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Lee Financial CO holds 77,051 shares of SCHF stock, worth $1.84 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

77,051

Previous 79,106 2.6%

Holding current value

$1.84 Million

Previous $1.75 Million 2.57%

% of portfolio

0.23%

Previous 0.25%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$21.69 - $23.34 $44,572 - $47,963	-2,055 Reduced 2.6%	77,051 $1.79 Million
Q2 2025 Jul 24, 2025	SELL	$17.76 - $22.1 $3,267 - $4,066	-184 Reduced 0.23%	79,106 $1.75 Million
Q1 2025 May 13, 2025	SELL	$18.36 - $20.51 $56,897 - $63,560	-3,099 Reduced 3.76%	79,290 $1.57 Million
Q4 2024 Jan 30, 2025	BUY	$18.41 - $40.87 $759,302 - $1.69 Million	41,244 Added 100.24%	82,389 $1.52 Million
Q3 2024 Nov 14, 2024	SELL	$36.98 - $41.55 $173,732 - $195,201	-4,698 Reduced 10.25%	41,145 $1.69 Million

Q2 2024 Aug 14, 2024	BUY	$37.19 - $39.82 $163,375 - $174,929	4,393 Added 10.6%	45,843 $1.76 Million
Q1 2024 May 15, 2024	SELL	$35.71 - $39.11 $48,565 - $53,189	-1,360 Reduced 3.18%	41,450 $1.62 Million
Q4 2023 Feb 08, 2024	SELL	$32.37 - $37.01 $371,963 - $425,281	-11,491 Reduced 21.16%	42,810 $1.58 Million
Q3 2023 Nov 09, 2023	SELL	$33.82 - $36.71 $521,910 - $566,508	-15,432 Reduced 22.13%	54,301 $1.84 Million
Q2 2023 Aug 08, 2023	SELL	$34.48 - $36.54 $571,368 - $605,504	-16,571 Reduced 19.2%	69,733 $2.49 Million
Q1 2023 May 15, 2023	SELL	$32.42 - $35.44 $112,108 - $122,551	-3,458 Reduced 3.85%	86,304 $3 Million
Q4 2022 Feb 09, 2023	SELL	$28.0 - $33.87 $2,772 - $3,353	-99 Reduced 0.11%	89,762 $2.89 Million
Q3 2022 Nov 01, 2022	BUY	$28.01 - $33.61 $1.51 Million - $1.82 Million	54,072 Added 151.09%	89,861 $2.53 Million
Q2 2022 Aug 10, 2022	SELL	$31.13 - $37.19 $71,412 - $85,313	-2,294 Reduced 6.02%	35,789 $1.13 Million
Q1 2022 May 11, 2022	SELL	$33.67 - $39.47 $59,562 - $69,822	-1,769 Reduced 4.44%	38,083 $1.4 Million
Q2 2021 Aug 04, 2021	BUY	$38.15 - $40.84 $457 - $490	12 Added 0.03%	39,852 $1.57 Million
Q1 2021 May 13, 2021	SELL	$35.74 - $38.15 $1,322 - $1,411	-37 Reduced 0.09%	39,840 $1.5 Million
Q4 2020 Feb 12, 2021	SELL	$30.32 - $36.26 $34,473 - $41,227	-1,137 Reduced 2.77%	39,877 $1.44 Million
Q3 2020 Nov 03, 2020	SELL	$29.85 - $32.42 $287,395 - $312,139	-9,628 Reduced 19.01%	41,014 $1.29 Million
Q2 2020 Aug 11, 2020	SELL	$24.62 - $31.42 $577,708 - $737,270	-23,465 Reduced 31.66%	50,642 $1.51 Million
Q1 2020 May 07, 2020	SELL	$22.3 - $34.12 $169,703 - $259,653	-7,610 Reduced 9.31%	74,107 $1.92 Million
Q4 2019 Feb 14, 2020	SELL	$30.95 - $33.72 $162,178 - $176,692	-5,240 Reduced 6.03%	81,717 $2.75 Million
Q3 2019 Nov 08, 2019	SELL	$31.56 - $32.18 $134,824 - $137,472	-4,272 Reduced 4.68%	86,957 $2.77 Million
Q2 2019 Jul 30, 2019	BUY	N/A	825 Added 0.91%	91,229 $2.93 Million
Q1 2019 Apr 30, 2019	BUY	N/A	1,596 Added 1.8%	90,404 $2.83 Million
Q4 2018 Feb 11, 2019	BUY	N/A	9,613 Added 12.14%	88,808 $2.52 Million
Q3 2018 Nov 07, 2018	BUY	N/A	3 Added 0.0%	79,195 $2.66 Million
Q2 2018 Aug 14, 2018	BUY	N/A	5,273 Added 7.13%	79,192 $2.62 Million
Q1 2018 May 09, 2018	BUY	N/A	17,088 Added 30.07%	73,919 $2.49 Million
Q4 2017 Feb 09, 2018	BUY	N/A	403 Added 0.71%	56,831 $1.94 Million
Q3 2017 Nov 07, 2017	BUY	N/A	56,428	56,428 $1.89 Million

Others Institutions Holding SCHF

# of Institutions

1,550

Shares Held

1.5B

Call Options Held

154K

Put Options Held

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