Coston, Mc Isaac & Partners Schwab Strategic Tr 5 10 Yr C Transaction History

Coston, Mc Isaac & Partners

  • $293 Million
  • Q2 2025

A detailed history of Coston, Mc Isaac & Partners transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 545 shares of SCHI stock, worth $12,649. This represents 0.0% of its overall portfolio holdings.

Number of Shares
545
Previous 814 33.05%
Holding current value
$12,649
Previous $18,000 33.33%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 12, 2025
SELL
$21.85 - $22.76 $5,877 - $6,122
-269 Reduced 33.05%
545 $12,000
Q1 2025

May 13, 2025
SELL
$21.77 - $22.56 $14,890 - $15,431
-684 Reduced 45.66%
814 $18,000
Q4 2024

Jan 23, 2025
BUY
$22.02 - $46.16 $16,492 - $34,573
749 Added 100.0%
1,498 $33,000
Q3 2024

Oct 22, 2024
BUY
$43.73 - $46.29 $32,753 - $34,671
749 New
749 $34,000

Others Institutions Holding SCHI

# of Institutions
246
Shares Held
50.6M
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
Track This Portfolio

Track Coston, Mc Isaac & Partners Portfolio

Follow Coston, Mc Isaac & Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coston, Mc Isaac & Partners, based on Form 13F filings with the SEC.

News

Stay updated on Coston, Mc Isaac & Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email