Client 1 St Advisory Group, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Client 1 St Advisory Group, LLC

  • $271 Million
  • Q2 2025

A detailed history of Client 1 St Advisory Group, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 11,000 shares of SCHI stock, worth $253,660. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,000
Previous 11,938 7.86%
Holding current value
$253,660
Previous $268,000 6.72%
% of portfolio
0.09%
Previous 0.11%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$21.85 - $22.76 $20,495 - $21,348
-938 Reduced 7.86%
11,000 $250,000
Q1 2025

May 19, 2025
SELL
$21.77 - $22.56 $22,336 - $23,146
-1,026 Reduced 7.91%
11,938 $268,000
Q4 2024

Jan 16, 2025
BUY
$22.02 - $46.16 $40,737 - $85,396
1,850 Added 16.65%
12,964 $286,000
Q3 2024

Feb 10, 2025
SELL
$43.73 - $46.29 $108,319 - $114,660
-2,477 Reduced 19.11%
10,487 $484,000
Q2 2024

Aug 08, 2024
SELL
$43.11 - $44.42 $49,705 - $51,216
-1,153 Reduced 9.4%
11,114 $490,000
Q1 2024

May 09, 2024
BUY
$43.87 - $44.99 $50,669 - $51,963
1,155 Added 10.39%
12,267 $545,000
Q4 2023

Feb 13, 2024
SELL
$40.96 - $45.17 $13,189 - $14,544
-322 Reduced 2.82%
11,112 $499,000
Q3 2023

Nov 14, 2023
BUY
$42.12 - $44.19 $481,600 - $505,268
11,434 New
11,434 $482,000
Q4 2022

Feb 13, 2023
SELL
$40.96 - $44.32 $39,075 - $42,281
-954 Reduced 15.44%
5,225 $225,000
Q3 2022

Nov 23, 2022
BUY
$41.61 - $46.11 $257,108 - $284,913
6,179 New
6,179 $260,000
Q2 2022

Aug 12, 2022
SELL
$43.49 - $47.85 $452,774 - $498,166
-10,411 Closed
0 $0
Q1 2022

May 13, 2022
SELL
$47.33 - $51.36 $79,041 - $85,771
-1,670 Reduced 13.82%
10,411 $498,000
Q4 2021

Feb 14, 2022
SELL
$51.18 - $52.35 $299,249 - $306,090
-5,847 Reduced 32.61%
12,081 $624,000
Q3 2021

Nov 12, 2021
SELL
$52.2 - $53.14 $1.71 Million - $1.74 Million
-32,669 Reduced 64.57%
17,928 $936,000
Q2 2021

Aug 03, 2021
SELL
$51.28 - $52.56 $2.07 Million - $2.12 Million
-40,296 Reduced 44.33%
50,597 $2.66 Million
Q1 2021

May 12, 2021
BUY
$51.17 - $53.57 $4.65 Million - $4.87 Million
90,893 New
90,893 $4.67 Million

Others Institutions Holding SCHI

# of Institutions
246
Shares Held
50.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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