Cwm, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Cwm, LLC

$28.4 Billion
Q2 2025

A detailed history of Cwm, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Cwm, LLC holds 6,120 shares of SCHI stock, worth $139,230. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,120

Previous 6,309 3.0%

Holding current value

$139,230

Previous $142,000 2.11%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$21.85 - $22.76 $4,129 - $4,301	-189 Reduced 3.0%	6,120 $139,000
Q1 2025 May 01, 2025	BUY	$21.77 - $22.56 $8,033 - $8,324	369 Added 6.21%	6,309 $142,000
Q4 2024 Feb 04, 2025	BUY	$22.02 - $46.16 $31,973 - $67,024	1,452 Added 32.35%	5,940 $131,000
Q3 2024 Oct 08, 2024	BUY	$43.73 - $46.29 $179,336 - $189,835	4,101 Added 1059.69%	4,488 $207,000
Q2 2024 Jul 09, 2024	BUY	$43.11 - $44.42 $10,087 - $10,394	234 Added 152.94%	387 $17,000
Q1 2024 Apr 05, 2024	SELL	$43.87 - $44.99 $2,149 - $2,204	-49 Reduced 24.26%	153 $7,000
Q4 2023 Feb 01, 2024	BUY	$40.96 - $45.17 $2,416 - $2,665	59 Added 41.26%	202 $9,000
Q2 2023 Aug 03, 2023	BUY	$43.63 - $45.06 $6,239 - $6,443	143 New	143 $6,000
Q2 2022 Jul 28, 2022	SELL	$43.49 - $47.85 $22,266 - $24,499	-512 Reduced 65.73%	267 $12,000
Q1 2022 Apr 21, 2022	BUY	$47.33 - $51.36 $12,873 - $13,969	272 Added 53.65%	779 $37,000
Q4 2021 Jan 31, 2022	BUY	$51.18 - $52.35 $25,948 - $26,541	507 New	507 $26,000

Others Institutions Holding SCHI

# of Institutions

241

Shares Held

48.8M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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