Allworth Financial LP Schwab Strategic Tr 5 10 Yr C Transaction History

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025

A detailed history of Allworth Financial LP transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Allworth Financial LP holds 1,990 shares of SCHI stock, worth $46,187. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,990
Previous 2,764 28.0%
Holding current value
$46,187
Previous $62,000 27.42%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$21.85 - $22.76 $16,911 - $17,616
-774 Reduced 28.0%
1,990 $45,000
Q1 2025

Apr 30, 2025
BUY
$21.77 - $22.56 $29,345 - $30,410
1,348 Added 95.2%
2,764 $62,000
Q4 2024

Jan 30, 2025
SELL
$22.02 - $46.16 $11,010 - $23,080
-500 Reduced 26.1%
1,416 $31,000
Q3 2024

Oct 23, 2024
BUY
$43.73 - $46.29 $73,247 - $77,535
1,675 Added 695.02%
1,916 $88,000
Q1 2024

Apr 25, 2024
BUY
$43.87 - $44.99 $10,572 - $10,842
241 New
241 $10,000

Others Institutions Holding SCHI

# of Institutions
246
Shares Held
50.6M
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
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