Decision Point Financial, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Decision Point Financial, LLC

$315 Million
Q3 2024

A detailed history of Decision Point Financial, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Decision Point Financial, LLC holds 68,819 shares of SCHI stock, worth $1.53 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

68,819

Previous 75,524 8.88%

Holding current value

$1.53 Million

Previous $3.33 Million 4.62%

% of portfolio

1.01%

Previous 1.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$43.73 - $46.29 $293,209 - $310,374	-6,705 Reduced 8.88%	68,819 $3.18 Million
Q2 2024 Aug 09, 2024	SELL	$43.11 - $44.42 $31,168 - $32,115	-723 Reduced 0.95%	75,524 $3.33 Million
Q1 2024 Apr 30, 2024	SELL	$43.87 - $44.99 $97,172 - $99,652	-2,215 Reduced 2.82%	76,247 $3.39 Million
Q4 2023 Jan 30, 2024	SELL	$40.96 - $45.17 $12,410 - $13,686	-303 Reduced 0.38%	78,462 $3.53 Million
Q3 2023 Oct 26, 2023	SELL	$42.12 - $44.19 $39,045 - $40,964	-927 Reduced 1.16%	78,765 $3.32 Billion
Q2 2023 Sep 26, 2023	BUY	$43.63 - $45.06 $77,966 - $80,522	1,787 Added 2.29%	79,692 $3.51 Billion
Q1 2023 Sep 26, 2023	SELL	$42.99 - $45.29 $7,480 - $7,880	-174 Reduced 0.22%	77,905 $3.48 Billion
Q4 2022 Sep 26, 2023	BUY	$40.96 - $44.32 $3.2 Million - $3.46 Million	78,079 New	78,079 $3.37 Billion

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

19.3M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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Decision Point Financial, LLC Schwab Strategic Tr 5 10 Yr C Transaction History