Congress Wealth Management LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Congress Wealth Management LLC holds 20,813 shares of SCHI stock, worth $460,383. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,813
Holding current value
$460,383
% of portfolio
0.01%

Shares

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

May 14, 2025
BUY
$21.77 - $22.56 $453,099 - $469,541
20,813 New
20,813 $467,000

Others Institutions Holding SCHI

# of Institutions
232
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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