A detailed history of Concourse Financial Group Securities, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 183 shares of SCHI stock, worth $8,083. This represents 0.0% of its overall portfolio holdings.

Number of Shares
183
Previous 163 12.27%
Holding current value
$8,083
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$43.87 - $44.99 $877 - $899
20 Added 12.27%
183 $8,000
Q4 2023

Feb 07, 2024

SELL
$40.96 - $45.17 $849,346 - $936,645
-20,736 Reduced 99.22%
163 $7,000
Q3 2023

Oct 25, 2023

BUY
$42.12 - $44.19 $198,216 - $207,958
4,706 Added 29.06%
20,899 $881,000
Q2 2023

Aug 10, 2023

BUY
$43.63 - $45.06 $706,500 - $729,656
16,193 New
16,193 $713,000
Q1 2023

May 15, 2023

BUY
$42.99 - $45.29 $0 - $0
0 New
0 $0
Q4 2022

Jan 30, 2023

BUY
$41.63 - $44.32 $0 - $0
0 New
0 $0
Q3 2022

Nov 15, 2022

BUY
N/A
0 New
0 $0
Q2 2022

Aug 09, 2022

BUY
N/A
0 New
0 $0
Q1 2022

May 09, 2022

BUY
N/A
0 New
0 $0
Q4 2021

Feb 07, 2022

BUY
N/A
0 New
0 $0
Q3 2021

Nov 09, 2021

BUY
N/A
0 New
0 $0
Q2 2021

Aug 13, 2021

BUY
N/A
0 New
0 $0
Q1 2021

May 13, 2021

BUY
N/A
0 New
0 $0
Q4 2020

Feb 02, 2021

BUY
N/A
0 New
0 $0
Q3 2020

Nov 13, 2020

BUY
N/A
0 New
0 $0
Q2 2020

Aug 13, 2020

BUY
N/A
0 New
0 $0
Q1 2020

May 13, 2020

BUY
N/A
0 New
0 $0
Q4 2019

Feb 14, 2020

BUY
N/A
0 New
0 $0

Others Institutions Holding SCHI

About SCHWAB STRATEGIC TR 5 -10 YR C


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