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

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

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 15,411 shares of SCHI stock, worth $347,055. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,411
Previous 8,160 88.86%
Holding current value
$347,055
Previous $376,000 9.57%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
220
Shares Held
42.1M
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 Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth 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 Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email