Transform Wealth, LLC Schwab Strategic Tr Intl Eqty Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Transform Wealth, LLC holds 101,631 shares of SCHF stock, worth $1.96 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

101,631

Previous 36,468 178.69%

Holding current value

$1.96 Million

Previous $1.5 Million 25.42%

% of portfolio

0.11%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$18.41 - $40.87 $1.2 Million - $2.66 Million	65,163 Added 178.69%	101,631 $1.88 Million
Q3 2024 Oct 15, 2024	SELL	$36.98 - $41.55 $19,710 - $22,146	-533 Reduced 1.44%	36,468 $1.5 Million
Q2 2024 Jul 15, 2024	BUY	$37.19 - $39.82 $183,011 - $195,954	4,921 Added 15.34%	37,001 $1.42 Million
Q1 2024 Apr 15, 2024	SELL	$35.71 - $39.11 $17,247 - $18,890	-483 Reduced 1.48%	32,080 $1.25 Million
Q4 2023 Jan 18, 2024	BUY	$32.37 - $37.01 $2,557 - $2,923	79 Added 0.24%	32,563 $1.2 Million
Q3 2023 Oct 10, 2023	SELL	$33.82 - $36.71 $1.11 Million - $1.2 Million	-32,800 Reduced 50.24%	32,484 $1.1 Million
Q2 2023 Jul 13, 2023	SELL	$34.48 - $36.54 $48,271 - $51,156	-1,400 Reduced 2.1%	65,284 $2.33 Million
Q1 2023 Apr 14, 2023	BUY	$32.42 - $35.44 $1.15 Million - $1.26 Million	35,446 Added 113.47%	66,684 $2.32 Million
Q4 2022 Jan 12, 2023	BUY	$28.0 - $33.87 $874,664 - $1.06 Million	31,238 New	31,238 $0

Others Institutions Holding SCHF

# of Institutions

1,281

Shares Held

823M

Call Options Held

80.7K

Put Options Held

8.3K

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Transform Wealth, LLC Schwab Strategic Tr Intl Eqty Transaction History