A detailed history of Eq Wealth Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 7,776 shares of SCHI stock, worth $171,538. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,776
Previous 9,642 19.35%
Holding current value
$171,538
Previous $213 Million 17.93%
% of portfolio
0.14%
Previous 0.2%

Shares

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

Apr 22, 2025

SELL
$21.77 - $22.56 $40,622 - $42,096
-1,866 Reduced 19.35%
7,776 $175 Million
Q4 2024

Jan 24, 2025

BUY
$22.02 - $46.16 $212,316 - $445,074
9,642 New
9,642 $213 Million

Others Institutions Holding SCHI

About SCHWAB STRATEGIC TR 5 -10 YR C


  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Eq Wealth Advisors, LLC Portfolio

Follow Eq Wealth Advisors, LLC 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 Eq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eq Wealth Advisors, LLC with notifications on news.