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

Selective Wealth Management, Inc.

  • $247 Million
  • Q4 2024

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 15,581 shares of SCHI stock, worth $349,326. This represents 0.14% of its overall portfolio holdings.

Number of Shares
15,581
Previous 7,779 100.3%
Holding current value
$349,326
Previous $359,000 4.46%
% of portfolio
0.14%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
221
Shares Held
42.4M
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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