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

Sculati Wealth Management, LLC

  • $263 Million
  • Q2 2025

A detailed history of Sculati Wealth Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 50,258 shares of SCHI stock, worth $1.16 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
50,258
Previous 83,816 40.04%
Holding current value
$1.16 Million
Previous $1.88 Million 39.27%
% of portfolio
0.43%
Previous 0.77%

Shares

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

Aug 08, 2025
SELL
$21.85 - $22.76 $733,242 - $763,780
-33,558 Reduced 40.04%
50,258 $1.14 Million
Q1 2025

May 12, 2025
BUY
$21.77 - $22.56 $1.34 Million - $1.39 Million
61,611 Added 277.46%
83,816 $1.88 Million
Q4 2024

Feb 26, 2025
BUY
$22.02 - $46.16 $488,954 - $1.02 Million
22,205 New
22,205 $490,000

Others Institutions Holding SCHI

# of Institutions
246
Shares Held
50.3M
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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