Selective Wealth Management, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Selective Wealth Management, Inc.

  • $272 Million
  • Q2 2025

A detailed history of Selective Wealth Management, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 15,435 shares of SCHI stock, worth $355,931. This represents 0.13% of its overall portfolio holdings.

Number of Shares
15,435
Previous 15,413 0.14%
Holding current value
$355,931
Previous $345,000 1.74%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Jul 10, 2025
BUY
$21.85 - $22.76 $480 - $500
22 Added 0.14%
15,435 $351,000
Q1 2025

Apr 14, 2025
SELL
$21.77 - $22.56 $3,657 - $3,790
-168 Reduced 1.08%
15,413 $345,000
Q4 2024

Jan 15, 2025
BUY
$22.02 - $46.16 $171,800 - $360,140
7,802 Added 100.3%
15,581 $343,000
Q3 2024

Oct 09, 2024
BUY
$43.73 - $46.29 $340,175 - $360,089
7,779 New
7,779 $359,000

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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