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

Aspire Wealth Management Corp

$166 Million
Q2 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 6 shares of SCHI stock, worth $273. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 58 89.66%

Holding current value

$273

Previous $2,000 100.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

191

Shares Held

135M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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