Ci Private Wealth, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025

A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Ci Private Wealth, LLC holds 14,906 shares of SCHI stock, worth $334,490. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,906
Previous 13,950 6.85%
Holding current value
$334,490
Previous $307,000 8.79%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$21.77 - $22.56 $20,812 - $21,567
956 Added 6.85%
14,906 $334,000
Q4 2024

Feb 10, 2025
BUY
$22.02 - $46.16 $184,351 - $386,451
8,372 Added 150.09%
13,950 $307,000
Q3 2024

Nov 12, 2024
BUY
$43.73 - $46.29 $243,925 - $258,205
5,578 New
5,578 $257,000

Others Institutions Holding SCHI

# of Institutions
231
Shares Held
48.1M
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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