O'Shaughnessy Asset Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

O'Shaughnessy Asset Management, LLC

  • $10.8 Billion
  • Q3 2024

A detailed history of O'Shaughnessy Asset Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 41 shares of SCHI stock, worth $899. This represents 0.0% of its overall portfolio holdings.

Number of Shares
41
Previous 40 2.5%
Holding current value
$899
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$43.73 - $46.29 $43 - $46
1 Added 2.5%
41 $1,000
Q2 2024

Aug 14, 2024
BUY
$43.11 - $44.42 $1,724 - $1,776
40 New
40 $1,000

Others Institutions Holding SCHI

# of Institutions
196
Shares Held
19.5M
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 O'Shaughnessy Asset Management, LLC Portfolio

Follow O'Shaughnessy Asset Management, 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 O'Shaughnessy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Shaughnessy Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email