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

Campbell Wealth Management

$1.01 Billion
Q1 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 2,083,651 shares of SCHI stock, worth $91.9 Million. This represents 9.21% of its overall portfolio holdings.

Number of Shares

2,083,651

Previous 310,858 570.29%

Holding current value

$91.9 Million

Previous $14 Million 563.58%

% of portfolio

9.21%

Previous 1.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$41.63 - $44.32 $446,981 - $475,863	10,737 Added 3.89%	286,805 $12.4 Million
Q3 2022 Oct 11, 2022	BUY	N/A	276,068 New	276,068 $11.6 Million

Others Institutions Holding SCHI

# of Institutions

180

Shares Held

134M

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