Adams Wealth Management Schwab Strategic Tr 5 10 Yr C Transaction History

Adams Wealth Management

  • $383 Million
  • Q1 2024

A detailed history of Adams Wealth Management transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Adams Wealth Management holds 18,239 shares of SCHI stock, worth $804,339. This represents 0.21% of its overall portfolio holdings.

Number of Shares
18,239
Previous 16,421 11.07%
Holding current value
$804,339
Previous $737,000 10.04%
% of portfolio
0.21%
Previous 0.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
BUY
$43.87 - $44.99 $79,755 - $81,791
1,818 Added 11.07%
18,239 $811,000
Q4 2023

Feb 12, 2024
SELL
$40.96 - $45.17 $255,795 - $282,086
-6,245 Reduced 27.55%
16,421 $737,000
Q3 2023

Nov 09, 2023
SELL
$42.12 - $44.19 $158,455 - $166,242
-3,762 Reduced 14.23%
22,666 $956,000
Q2 2023

Aug 14, 2023
SELL
$43.63 - $45.06 $53,141 - $54,883
-1,218 Reduced 4.41%
26,428 $1.16 Million
Q1 2023

May 03, 2023
SELL
$42.99 - $45.29 $977,162 - $1.03 Million
-22,730 Reduced 45.12%
27,646 $1.23 Million
Q4 2022

Feb 17, 2023
SELL
$41.63 - $44.32 $2.61 Million - $2.77 Million
-62,582 Reduced 55.4%
50,376 $2.17 Million
Q3 2022

Nov 10, 2022
BUY
N/A
112,958 New
112,958 $4.75 Million

Others Institutions Holding SCHI

# of Institutions
180
Shares Held
134M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
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