Ogorek Anthony Joseph Schwab Strategic Tr 5 10 Yr C Transaction History

Ogorek Anthony Joseph

$324 Million
Q2 2025

A detailed history of Ogorek Anthony Joseph transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Ogorek Anthony Joseph holds 8,250 shares of SCHI stock, worth $191,482. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,250

Previous 10,056 17.96%

Holding current value

$191,482

Previous $225,000 16.89%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$21.85 - $22.76 $39,461 - $41,104	-1,806 Reduced 17.96%	8,250 $187,000
Q1 2025 May 09, 2025	SELL	$21.77 - $22.56 $155,307 - $160,943	-7,134 Reduced 41.5%	10,056 $225,000
Q4 2024 Jan 24, 2025	BUY	$22.02 - $46.16 $176,402 - $369,787	8,011 Added 87.28%	17,190 $379,000
Q3 2024 Nov 08, 2024	SELL	$43.73 - $46.29 $12,463 - $13,192	-285 Reduced 3.01%	9,179 $423,000
Q2 2024 Aug 08, 2024	SELL	$43.11 - $44.42 $16.3 Million - $16.8 Million	-379,244 Reduced 97.57%	9,464 $417,000
Q1 2024 May 03, 2024	BUY	$43.87 - $44.99 $4.1 Million - $4.2 Million	93,351 Added 31.61%	388,708 $17.3 Million
Q4 2023 Feb 09, 2024	BUY	$40.96 - $45.17 $3.93 Million - $4.33 Million	95,923 Added 48.1%	295,357 $13.3 Million
Q3 2023 Oct 19, 2023	BUY	$42.12 - $44.19 $8.4 Million - $8.81 Million	199,434 New	199,434 $8.42 Million

Others Institutions Holding SCHI

# of Institutions

247

Shares Held

50.6M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

More about SCHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ogorek Anthony Joseph , based on Form 13F filings with the SEC.

News

Stay updated on Ogorek Anthony Joseph with notifications on news.

Account

Ogorek Anthony Joseph Schwab Strategic Tr 5 10 Yr C Transaction History