Captrust Financial Advisors Schwab Strategic Tr 5 10 Yr C Transaction History

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024

A detailed history of Captrust Financial Advisors transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Captrust Financial Advisors holds 11,761 shares of SCHI stock, worth $259,565. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,761
Previous 13,238 11.16%
Holding current value
$259,565
Previous $583,000 7.03%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
SELL
$43.73 - $46.29 $64,589 - $68,370
-1,477 Reduced 11.16%
11,761 $542,000
Q2 2024

Aug 14, 2024
BUY
$43.11 - $44.42 $59,578 - $61,388
1,382 Added 11.66%
13,238 $583,000
Q1 2024

May 15, 2024
BUY
$43.87 - $44.99 $520,122 - $533,401
11,856 New
11,856 $527,000
Q2 2023

Aug 14, 2023
BUY
$43.63 - $45.06 $237,347 - $245,126
5,440 New
5,440 $239,000
Q2 2022

Aug 16, 2022
BUY
$43.49 - $47.85 $173 - $191
4 New
4 $0

Others Institutions Holding SCHI

# of Institutions
195
Shares Held
19.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
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