San Luis Wealth Advisors LLC Schwab Strategic Tr 5 10 Yr C Transaction History

San Luis Wealth Advisors LLC

  • $465 Million
  • Q2 2025

A detailed history of San Luis Wealth Advisors LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 656,737 shares of SCHI stock, worth $15 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares
656,737
Previous 835,253 21.37%
Holding current value
$15 Million
Previous $18.8 Million 20.33%
% of portfolio
3.21%
Previous 4.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$21.85 - $22.76 $3.9 Million - $4.06 Million
-178,516 Reduced 21.37%
656,737 $14.9 Million
Q1 2025

Apr 18, 2025
SELL
$21.77 - $22.56 $4.53 Million - $4.69 Million
-207,956 Reduced 19.93%
835,253 $18.8 Million
Q4 2024

Jan 14, 2025
BUY
$22.02 - $46.16 $13.2 Million - $27.7 Million
600,055 Added 135.41%
1,043,209 $23 Million
Q3 2024

Oct 09, 2024
BUY
$43.73 - $46.29 $5.03 Million - $5.32 Million
114,912 Added 35.01%
443,154 $20.5 Million
Q2 2024

Jul 12, 2024
BUY
$43.11 - $44.42 $14.2 Million - $14.6 Million
328,242 New
328,242 $14.5 Million

Others Institutions Holding SCHI

# of Institutions
243
Shares Held
48.7M
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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