Aspire Wealth Management Corp Schwab Strategic Tr 5 10 Yr C Transaction History

Aspire Wealth Management Corp

  • $174 Million
  • Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Aspire Wealth Management Corp holds 5 shares of SCHI stock, worth $114. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5
Previous 6 16.67%
Holding current value
$114
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 31, 2024
SELL
$43.73 - $46.29 $43 - $46
-1 Reduced 16.67%
5 $0
Q2 2024

Aug 12, 2024
SELL
$43.11 - $44.42 $2,241 - $2,309
-52 Reduced 89.66%
6 $0
Q1 2024

Apr 29, 2024
SELL
$43.87 - $44.99 $68,261 - $70,004
-1,556 Reduced 96.41%
58 $2,000
Q4 2023

Jan 22, 2024
BUY
$40.96 - $45.17 $245 - $271
6 Added 0.37%
1,614 $72,000
Q3 2023

Oct 30, 2023
BUY
$42.12 - $44.19 $67,602 - $70,924
1,605 Added 53500.0%
1,608 $67,000
Q1 2023

May 04, 2023
SELL
$42.99 - $45.29 $7,265 - $7,654
-169 Reduced 98.26%
3 $0
Q4 2022

Feb 06, 2023
BUY
$40.96 - $44.32 $81 - $88
2 Added 1.18%
172 $7,000
Q3 2022

Nov 09, 2022
BUY
$41.61 - $46.11 $41 - $46
1 Added 0.59%
170 $7,000
Q2 2022

Aug 11, 2022
SELL
$43.49 - $47.85 $3,783 - $4,162
-87 Reduced 33.98%
169 $8,000
Q1 2022

May 03, 2022
BUY
$47.33 - $51.36 $47 - $51
1 Added 0.39%
256 $12,000
Q4 2021

Mar 14, 2022
BUY
$51.18 - $52.35 $13,050 - $13,349
255 New
255 $13,000

Others Institutions Holding SCHI

# of Institutions
251
Shares Held
52.2M
Call Options Held
0
Put Options Held
9K
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Aspire Wealth Management Corp Portfolio

Follow Aspire Wealth Management Corp 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 Aspire Wealth Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Wealth Management Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email