Ep Wealth Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,713 shares of SCHI stock, worth $342,302. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,713
Previous 5,956 29.5%
Holding current value
$342,302
Previous $267,000 28.46%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024
BUY
$43.87 - $44.99 $77,079 - $79,047
1,757 Added 29.5%
7,713 $343,000
Q4 2023

Feb 28, 2024
BUY
$40.96 - $45.17 $121,405 - $133,883
2,964 Added 99.06%
5,956 $267,000
Q3 2023

Nov 22, 2023
BUY
$42.12 - $44.19 $126,023 - $132,216
2,992 New
2,992 $126,000

Others Institutions Holding SCHI

# of Institutions
181
Shares Held
134M
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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