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

Selective Wealth Management, Inc.

$332 Million
Q4 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 14,865 shares of SCHI stock, worth $340,705. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,865

Previous 14,843 0.15%

Holding current value

$340,705

Previous $342,000 0.58%

% of portfolio

0.1%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$22.89 - $23.27 $503 - $511	22 Added 0.15%	14,865 $340,000
Q3 2025 Oct 10, 2025	SELL	$22.45 - $23.2 $13,290 - $13,734	-592 Reduced 3.84%	14,843 $342,000
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

251

Shares Held

52.4M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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