Wescott Financial Advisory Group, LLC Schwab Strategic Tr Intl Eqty Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 25,286 shares of SCHF stock, worth $500,409. This represents 0.05% of its overall portfolio holdings.

Number of Shares

25,286

Previous 12,427 103.48%

Holding current value

$500,409

Previous $510,000 8.43%

% of portfolio

0.05%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$18.41 - $40.87 $236,734 - $525,547	12,859 Added 103.48%	25,286 $467,000
Q3 2024 Nov 12, 2024	BUY	$36.98 - $41.55 $3,365 - $3,781	91 Added 0.74%	12,427 $510,000
Q1 2024 May 13, 2024	BUY	$35.71 - $39.11 $4,320 - $4,732	121 Added 0.99%	12,336 $481,000
Q4 2023 Feb 13, 2024	BUY	$32.37 - $37.01 $6,862 - $7,846	212 Added 1.77%	12,215 $451,000
Q3 2023 Nov 09, 2023	BUY	$33.82 - $36.71 $47,348 - $51,394	1,400 Added 13.2%	12,003 $407,000
Q2 2023 Aug 11, 2023	BUY	$34.48 - $36.54 $4,034 - $4,275	117 Added 1.12%	10,603 $377,000
Q4 2022 Feb 06, 2023	BUY	$28.0 - $33.87 $5,488 - $6,638	196 Added 1.9%	10,486 $337,000
Q3 2022 Nov 14, 2022	BUY	$28.01 - $33.61 $31,455 - $37,744	1,123 Added 12.25%	10,290 $289,000
Q2 2022 Jul 28, 2022	BUY	$31.13 - $37.19 $2,459 - $2,938	79 Added 0.87%	9,167 $288,000
Q1 2022 May 16, 2022	BUY	$33.67 - $39.47 $305,992 - $358,703	9,088 New	9,088 $334,000

Others Institutions Holding SCHF

# of Institutions

1,373

Shares Held

1.39B

Call Options Held

38.7K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Wescott Financial Advisory Group, LLC Schwab Strategic Tr Intl Eqty Transaction History