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 $127 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

$127 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

209

Shares Held

27.5M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

More about SCHI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Campbell Wealth Management with notifications on news.

Account

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