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

San Luis Wealth Advisors LLC

  • $442 Million
  • Q1 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 835,253 shares of SCHI stock, worth $18.7 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares
835,253
Previous 1,043,209 19.93%
Holding current value
$18.7 Million
Previous $23 Million 18.52%
% of portfolio
4.24%
Previous 4.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
226
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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