Forthright Family Wealth Advisory LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Forthright Family Wealth Advisory LLC

  • $149 Billion
  • Q1 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 47,197 shares of SCHI stock, worth $2.08 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
47,197
Previous 43,918 7.47%
Holding current value
$2.08 Million
Previous $1.97 Billion 6.39%
% of portfolio
1.41%
Previous 1.55%

Shares

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

Apr 29, 2024
BUY
$43.87 - $44.99 $143,849 - $147,522
3,279 Added 7.47%
47,197 $2.1 Billion
Q4 2023

Feb 28, 2024
BUY
$40.96 - $45.17 $1.8 Million - $1.98 Million
43,918 New
43,918 $1.97 Billion

Others Institutions Holding SCHI

# of Institutions
180
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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