Summit Financial Strategies, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Summit Financial Strategies, Inc.

$836 Million
Q4 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 294,429 shares of SCHF stock, worth $5.85 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

294,429

Previous 148,610 98.12%

Holding current value

$5.85 Million

Previous $6.11 Million 10.87%

% of portfolio

0.65%

Previous 0.74%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$18.41 - $40.87 $2.68 Million - $5.96 Million	145,819 Added 98.12%	294,429 $5.45 Million
Q3 2024 Oct 16, 2024	SELL	$36.98 - $41.55 $152,542 - $171,393	-4,125 Reduced 2.7%	148,610 $6.11 Million
Q2 2024 Jul 19, 2024	BUY	$37.19 - $39.82 $47,566 - $50,929	1,279 Added 0.84%	152,735 $5.87 Million
Q1 2024 May 09, 2024	SELL	$35.71 - $39.11 $53,529 - $58,625	-1,499 Reduced 0.98%	151,456 $5.91 Million
Q4 2023 Feb 13, 2024	SELL	$32.37 - $37.01 $69,466 - $79,423	-2,146 Reduced 1.38%	152,955 $5.65 Million
Q3 2023 Oct 24, 2023	BUY	$33.82 - $36.71 $32,670 - $35,461	966 Added 0.63%	155,101 $5.27 Million
Q2 2023 Jul 21, 2023	SELL	$34.48 - $36.54 $159,676 - $169,216	-4,631 Reduced 2.92%	154,135 $5.49 Million
Q1 2023 Apr 21, 2023	SELL	$32.42 - $35.44 $41,983 - $45,894	-1,295 Reduced 0.81%	158,766 $5.53 Million
Q4 2022 Jan 20, 2023	SELL	$28.0 - $33.87 $1.97 Million - $2.38 Million	-70,361 Reduced 30.54%	160,061 $0
Q3 2022 Oct 21, 2022	SELL	$28.01 - $33.61 $18.4 Million - $22.1 Million	-658,688 Reduced 74.08%	230,422 $6.48 Million
Q2 2022 Jul 25, 2022	SELL	$31.13 - $37.19 $726,387 - $867,791	-23,334 Reduced 2.56%	889,110 $28 Million
Q1 2022 May 04, 2022	BUY	$33.67 - $39.47 $1.48 Million - $1.73 Million	43,934 Added 5.06%	912,444 $33.5 Million
Q4 2021 Feb 03, 2022	BUY	$37.77 - $40.6 $837,398 - $900,142	22,171 Added 2.62%	868,510 $33.8 Million
Q3 2021 Nov 10, 2021	BUY	$38.35 - $40.79 $1.76 Million - $1.87 Million	45,818 Added 5.72%	846,339 $32.8 Million
Q2 2021 Aug 11, 2021	BUY	$38.15 - $40.84 $7.84 Million - $8.39 Million	205,557 Added 34.55%	800,521 $31.6 Million
Q1 2021 May 11, 2021	BUY	$35.74 - $38.15 $3.89 Million - $4.15 Million	108,752 Added 22.37%	594,964 $22.2 Million
Q4 2020 Feb 05, 2021	BUY	$30.32 - $36.26 $514,378 - $615,150	16,965 Added 3.62%	486,212 $17.5 Million
Q3 2020 Nov 16, 2020	BUY	$29.85 - $32.42 $225,009 - $244,381	7,538 Added 1.63%	469,247 $14.7 Million
Q2 2020 Jul 31, 2020	BUY	$24.62 - $31.42 $156,263 - $199,422	6,347 Added 1.39%	461,709 $13.7 Million
Q1 2020 May 11, 2020	BUY	$22.3 - $34.12 $832,280 - $1.27 Million	37,322 Added 8.93%	455,362 $11.8 Million
Q4 2019 Feb 11, 2020	BUY	$30.95 - $33.72 $66,233 - $72,160	2,140 Added 0.51%	418,040 $14.1 Million
Q3 2019 Nov 14, 2019	BUY	$31.56 - $32.18 $352,178 - $359,096	11,159 Added 2.76%	415,900 $13.3 Million
Q2 2019 Aug 08, 2019	BUY	N/A	12,196 Added 3.11%	404,741 $13 Million
Q1 2019 May 14, 2019	BUY	N/A	33,895 Added 9.45%	392,545 $12.3 Million
Q4 2018 Feb 06, 2019	BUY	N/A	7,275 Added 2.07%	358,650 $10.2 Million
Q3 2018 Nov 09, 2018	BUY	N/A	21,207 Added 6.42%	351,375 $11.8 Million
Q2 2018 Aug 06, 2018	BUY	N/A	24,834 Added 8.13%	330,168 $10.9 Million
Q1 2018 May 14, 2018	BUY	N/A	7,928 Added 2.67%	305,334 $10.3 Million
Q4 2017 Jan 29, 2018	BUY	N/A	11,415 Added 3.99%	297,406 $10.1 Million
Q3 2017 Nov 09, 2017	BUY	N/A	285,991	285,991 $9.57 Million

Others Institutions Holding SCHF

# of Institutions

1,369

Shares Held

1.41B

Call Options Held

38.7K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR INTL EQTY

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Summit Financial Strategies, Inc. Schwab Strategic Tr Intl Eqty Transaction History