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

O'Shaughnessy Asset Management, LLC

  • $12.1 Billion
  • Q1 2025

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 132 shares of SCHI stock, worth $2,919. This represents 0.0% of its overall portfolio holdings.

Number of Shares
132
Previous 81 62.96%
Holding current value
$2,919
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$21.77 - $22.56 $1,110 - $1,150
51 Added 62.96%
132 $2,000
Q4 2024

Feb 12, 2025
BUY
$22.02 - $46.16 $880 - $1,846
40 Added 97.56%
81 $1,000
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
231
Shares Held
48.1M
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