Perigon Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 2025

A detailed history of Perigon Wealth Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 14,197 shares of SCHI stock, worth $317,870. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,197
Previous 15,411 7.88%
Holding current value
$317,870
Previous $340,000 6.47%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 23, 2025
SELL
$21.77 - $22.56 $26,428 - $27,387
-1,214 Reduced 7.88%
14,197 $318,000
Q4 2024

Jan 22, 2025
BUY
$22.02 - $46.16 $159,667 - $334,706
7,251 Added 88.86%
15,411 $340,000
Q3 2024

Oct 16, 2024
BUY
$43.73 - $46.29 $5,991 - $6,341
137 Added 1.71%
8,160 $376,000
Q2 2024

Aug 02, 2024
SELL
$43.11 - $44.42 $382,601 - $394,227
-8,875 Reduced 52.52%
8,023 $353,000
Q1 2024

Apr 29, 2024
BUY
$43.87 - $44.99 $741,315 - $760,241
16,898 New
16,898 $751,000

Others Institutions Holding SCHI

# of Institutions
222
Shares Held
41.2M
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
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