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

Mc Carthy Grittinger Financial Group, LLC

  • $366 Billion
  • Q4 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 3,118 shares of SCHI stock, worth $69,905. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,118
Previous 1,559 100.0%
Holding current value
$69,905
Previous $72 Million 4.38%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$22.02 - $46.16 $34,329 - $71,963
1,559 Added 100.0%
3,118 $68.8 Million
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
222
Shares Held
42.4M
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
Track This Portfolio

Track Mc Carthy Grittinger Financial Group, LLC Portfolio

Follow Mc Carthy Grittinger Financial Group, 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 Mc Carthy Grittinger Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Carthy Grittinger Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email