Rockbridge Investment Management, Lcc Schwab Strategic Tr 5 10 Yr C Transaction History

Rockbridge Investment Management, Lcc

$772 Billion
Q3 2024

A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 5,733 shares of SCHI stock, worth $126,183. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,733

Previous 5,733 -0.0%

Holding current value

$126,183

Previous $253 Million 4.67%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$43.87 - $44.99 $2,456 - $2,519	56 Added 0.99%	5,733 $255 Million
Q4 2023 Feb 14, 2024	SELL	$40.96 - $45.17 $13,475 - $14,860	-329 Reduced 5.48%	5,677 $255 Million
Q3 2023 May 28, 2024	BUY	$42.12 - $44.19 $758 - $795	18 Added 0.33%	5,436 $229,000
Q2 2023 May 28, 2024	BUY	$43.63 - $45.06 $523 - $540	12 Added 0.22%	5,418 $238,000
Q1 2023 May 28, 2024	SELL	$42.99 - $45.29 $25,794 - $27,174	-600 Reduced 9.99%	5,406 $241,000
Q1 2022 May 28, 2024	BUY	$47.33 - $51.36 $12,921 - $14,021	273 Added 4.76%	6,006 $0
Q4 2021 Feb 14, 2022	BUY	$51.18 - $52.35 $307,387 - $314,414	6,006 New	6,006 $310,000

Others Institutions Holding SCHI

# of Institutions

198

Shares Held

20.5M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Rockbridge Investment Management, Lcc Schwab Strategic Tr 5 10 Yr C Transaction History