Mc Carthy Grittinger Financial Group, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Mc Carthy Grittinger Financial Group, LLC

$341 Billion
Q3 2024

A detailed history of Mc Carthy Grittinger Financial Group, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Mc Carthy Grittinger Financial Group, LLC holds 1,559 shares of SCHI stock, worth $34,048. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,559

Previous 1,559 -0.0%

Holding current value

$34,048

Previous $68.8 Million 4.67%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$40.96 - $45.17 $22,036 - $24,301	-538 Reduced 25.66%	1,559 $70.1 Million
Q3 2023 Oct 11, 2023	BUY	$42.12 - $44.19 $22,660 - $23,774	538 Added 34.51%	2,097 $88.5 Million
Q4 2022 May 09, 2023	BUY	$40.96 - $44.32 $63,856 - $69,094	1,559 New	1,559 $67.2 Million
Q3 2022 May 09, 2023	SELL	$41.61 - $46.11 $165,108 - $182,964	-3,968 Closed	0 $0
Q2 2022 May 09, 2023	SELL	$43.49 - $47.85 $1.01 Million - $1.11 Million	-23,119 Reduced 85.35%	3,968 $177 Million
Q1 2022 May 09, 2023	BUY	$47.33 - $51.36 $1.23 Million - $1.33 Million	25,955 Added 2292.84%	27,087 $1.3 Billion
Q4 2021 May 09, 2023	BUY	$51.18 - $52.35 $57,935 - $59,260	1,132 New	1,132 $58.5 Million

Others Institutions Holding SCHI

# of Institutions

197

Shares Held

19.5M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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Mc Carthy Grittinger Financial Group, LLC Schwab Strategic Tr 5 10 Yr C Transaction History