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

Primoris Wealth Advisors, LLC

  • $128 Million
  • Q4 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 40,552 shares of SCHF stock, worth $805,362. This represents 0.59% of its overall portfolio holdings.

Number of Shares
40,552
Previous 20,276 100.0%
Holding current value
$805,362
Previous $833,000 9.96%
% of portfolio
0.59%
Previous 0.6%

Shares

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

Feb 13, 2025
BUY
$18.41 - $40.87 $373,281 - $828,680
20,276 Added 100.0%
40,552 $750,000
Q3 2024

Nov 01, 2024
BUY
$36.98 - $41.55 $3,069 - $3,448
83 Added 0.41%
20,276 $833,000
Q1 2024

May 07, 2024
SELL
$35.71 - $39.11 $8,927 - $9,777
-250 Reduced 1.22%
20,193 $787,000
Q4 2023

Feb 15, 2024
BUY
$32.37 - $37.01 $661,739 - $756,595
20,443 New
20,443 $755,000

Others Institutions Holding SCHF

# of Institutions
1,371
Shares Held
1.42B
Call Options Held
38.7K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

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