Strategic Financial Planning, Inc. Schwab Strategic Tr Intl Small Transaction History

Strategic Financial Planning, Inc.

$147 Million
Q4 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 188,519 shares of SCHC stock, worth $6.72 Million. This represents 4.41% of its overall portfolio holdings.

Number of Shares

188,519

Previous 189,228 0.37%

Holding current value

$6.72 Million

Previous $7.29 Million 11.23%

% of portfolio

4.41%

Previous 4.83%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$33.93 - $38.37 $24,056 - $27,204	-709 Reduced 0.37%	188,519 $6.47 Million
Q3 2024 Oct 25, 2024	BUY	$34.48 - $38.87 $359,902 - $405,725	10,438 Added 5.84%	189,228 $7.29 Million
Q2 2024 Aug 09, 2024	SELL	$34.12 - $36.71 $20,779 - $22,356	-609 Reduced 0.34%	178,790 $6.36 Million
Q1 2024 Apr 22, 2024	SELL	$33.2 - $35.86 $19,322 - $20,870	-582 Reduced 0.32%	179,399 $6.42 Million
Q4 2023 Feb 12, 2024	BUY	$30.0 - $35.05 $853,830 - $997,558	28,461 Added 18.78%	179,981 $6.28 Million
Q3 2023 Nov 09, 2023	SELL	$32.0 - $35.51 $45,664 - $50,672	-1,427 Reduced 0.93%	151,520 $4.89 Million
Q2 2023 Aug 10, 2023	SELL	$32.67 - $34.58 $139,566 - $147,725	-4,272 Reduced 2.72%	152,947 $5.17 Million
Q1 2023 May 10, 2023	SELL	$31.54 - $34.93 $65,350 - $72,374	-2,072 Reduced 1.3%	157,219 $5.3 Million
Q4 2022 Feb 14, 2023	BUY	$27.31 - $32.98 $91,379 - $110,351	3,346 Added 2.15%	159,291 $5.01 Million
Q3 2022 Nov 14, 2022	BUY	$27.46 - $34.27 $164,293 - $205,037	5,983 Added 3.99%	155,945 $4.33 Million
Q2 2022 Aug 03, 2022	BUY	$31.0 - $38.49 $1,364 - $1,693	44 Added 0.03%	149,962 $4.68 Million
Q1 2022 May 05, 2022	SELL	$34.89 - $41.24 $136,838 - $161,743	-3,922 Reduced 2.55%	149,918 $5.69 Million
Q4 2021 Feb 07, 2022	BUY	$39.06 - $43.63 $9,999 - $11,169	256 Added 0.17%	153,840 $6.3 Million
Q3 2021 Nov 09, 2021	BUY	$40.41 - $44.08 $130,968 - $142,863	3,241 Added 2.16%	153,584 $6.38 Million
Q2 2021 Aug 06, 2021	SELL	$40.16 - $43.04 $126,584 - $135,662	-3,152 Reduced 2.05%	150,343 $6.25 Million
Q1 2021 May 07, 2021	BUY	$37.4 - $40.42 $164,373 - $177,645	4,395 Added 2.95%	153,495 $6.05 Million
Q4 2020 Feb 11, 2021	SELL	$31.39 - $37.85 $21,533 - $25,965	-686 Reduced 0.46%	149,100 $5.61 Million
Q3 2020 Nov 09, 2020	BUY	$29.72 - $33.44 $74,091 - $83,365	2,493 Added 1.69%	149,786 $4.87 Million
Q2 2020 Aug 07, 2020	BUY	$23.02 - $31.17 $2.92 Million - $3.95 Million	126,656 Added 613.73%	147,293 $4.36 Million
Q1 2020 Apr 21, 2020	SELL	$20.7 - $34.9 $4.96 Million - $8.37 Million	-239,829 Reduced 92.08%	20,637 $504,000
Q4 2019 Feb 13, 2020	BUY	$31.2 - $34.65 $8.13 Million - $9.03 Million	260,466 New	260,466 $9.03 Million

Others Institutions Holding SCHC

# of Institutions

452

Shares Held

52.8M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

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Strategic Financial Planning, Inc. Schwab Strategic Tr Intl Small Transaction History