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 $340,935. This represents 0.14% of its overall portfolio holdings.

Number of Shares

15,413

Previous 15,581 1.08%

Holding current value

$340,935

Previous $343,000 0.58%

% of portfolio

0.14%

Previous 0.14%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

231

Shares Held

48.1M

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