A detailed history of Advisors Capital Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Advisors Capital Management, LLC holds 28,408 shares of SCHI stock, worth $626,964. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,408
Previous 27,403 3.67%
Holding current value
$626,964
Previous $1.21 Million 8.53%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$43.73 - $46.29 $43,948 - $46,521
1,005 Added 3.67%
28,408 $1.31 Million
Q2 2024

Aug 09, 2024

BUY
$43.11 - $44.42 $125,708 - $129,528
2,916 Added 11.91%
27,403 $1.21 Million
Q1 2024

May 06, 2024

BUY
$43.87 - $44.99 $60,935 - $62,491
1,389 Added 6.01%
24,487 $1.09 Million
Q4 2023

Feb 14, 2024

BUY
$40.96 - $45.17 $47,718 - $52,623
1,165 Added 5.31%
23,098 $1.04 Million
Q3 2023

Nov 15, 2023

BUY
$42.12 - $44.19 $197,795 - $207,516
4,696 Added 27.24%
21,933 $926,000
Q2 2023

Aug 03, 2023

BUY
$43.63 - $45.06 $752,050 - $776,699
17,237 New
17,237 $759,000

Others Institutions Holding SCHI

About SCHWAB STRATEGIC TR 5 -10 YR C


  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Advisors Capital Management, LLC Portfolio

Follow Advisors Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisors Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advisors Capital Management, LLC with notifications on news.