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

Selective Wealth Management, Inc.

  • $240 Million
  • Q1 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 15,413 shares of SCHI stock, worth $345,559. This represents 0.14% of its overall portfolio holdings.

Number of Shares
15,413
Previous 15,581 1.08%
Holding current value
$345,559
Previous $343,000 0.58%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
222
Shares Held
42.3M
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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