A detailed history of Family Asset Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Family Asset Management, LLC holds 370 shares of SCHI stock, worth $16,986. This represents 0.01% of its overall portfolio holdings.

Number of Shares
370
Previous 456 18.86%
Holding current value
$16,986
Previous $20.3 Million 19.57%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$43.11 - $44.42 $3,707 - $3,820
-86 Reduced 18.86%
370 $16.3 Million
Q1 2024

May 14, 2024

SELL
$43.87 - $44.99 $87 - $89
-2 Reduced 0.44%
456 $20.3 Million
Q4 2023

Feb 06, 2024

SELL
$40.96 - $45.17 $128,450 - $141,653
-3,136 Reduced 87.26%
458 $20.6 Million
Q3 2023

Nov 02, 2023

BUY
$42.12 - $44.19 $18,027 - $18,913
428 Added 13.52%
3,594 $152 Million
Q2 2023

Jul 27, 2023

BUY
$43.63 - $45.06 $138,132 - $142,659
3,166 New
3,166 $139 Million

Others Institutions Holding SCHI

About SCHWAB STRATEGIC TR 5 -10 YR C


  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
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