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

Campbell Wealth Management

$1.11 Billion
Q4 2024

A detailed history of Campbell Wealth Management transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Campbell Wealth Management holds 5,681,777 shares of SCHI stock, worth $129 Million. This represents 11.29% of its overall portfolio holdings.

Number of Shares

5,681,777

Previous 2,213,579 156.68%

Holding current value

$129 Million

Previous $102 Million 22.72%

% of portfolio

11.29%

Previous 9.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$22.02 - $46.16 $76.4 Million - $160 Million	3,468,198 Added 156.68%	5,681,777 $125 Million
Q3 2024 Oct 28, 2024	BUY	$43.73 - $46.29 $96.8 Million - $102 Million	2,213,579 New	2,213,579 $102 Million
Q1 2024 May 09, 2024	BUY	$43.87 - $44.99 $77.8 Million - $79.8 Million	1,772,793 Added 570.29%	2,083,651 $92.7 Million
Q4 2023 Feb 08, 2024	BUY	$40.96 - $45.17 $204,922 - $225,985	5,003 Added 1.64%	310,858 $14 Million
Q3 2023 Nov 13, 2023	SELL	$42.12 - $44.19 $186,001 - $195,143	-4,416 Reduced 1.42%	305,855 $12.9 Million
Q2 2023 Jul 31, 2023	BUY	$43.63 - $45.06 $13.5 Million - $14 Million	310,271 New	310,271 $13.7 Million
Q1 2023 May 08, 2023	BUY	$42.99 - $45.29 $463,174 - $487,954	10,774 Added 3.76%	297,579 $13.3 Million
Q4 2022 Jan 10, 2023	BUY	$40.96 - $44.32 $439,787 - $475,863	10,737 Added 3.89%	286,805 $12.4 Million
Q3 2022 Oct 11, 2022	BUY	$41.61 - $46.11 $11.5 Million - $12.7 Million	276,068 New	276,068 $11.6 Million

Others Institutions Holding SCHI

# of Institutions

237

Shares Held

48.3M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Campbell Wealth Management Schwab Strategic Tr 5 10 Yr C Transaction History