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

Forthright Family Wealth Advisory LLC

  • $155 Billion
  • Q2 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 45,580 shares of SCHI stock, worth $1.02 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
45,580
Previous 47,197 3.43%
Holding current value
$1.02 Million
Previous $2.1 Billion 4.27%
% of portfolio
1.3%
Previous 1.41%

Shares

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

Aug 12, 2024
SELL
$43.11 - $44.42 $69,708 - $71,827
-1,617 Reduced 3.43%
45,580 $2.01 Billion
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
195
Shares Held
19.3M
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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