Source Financial Advisors LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Source Financial Advisors LLC holds 30,466 shares of SCHI stock, worth $694,929. This represents 0.42% of its overall portfolio holdings.

Number of Shares
30,466
Previous 33,170 8.15%
Holding current value
$694,929
Previous $1.46 Million 3.83%
% of portfolio
0.42%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$43.73 - $46.29 $118,245 - $125,168
-2,704 Reduced 8.15%
30,466 $1.41 Million
Q2 2024

Jul 17, 2024
SELL
$43.11 - $44.42 $50,438 - $51,971
-1,170 Reduced 3.41%
33,170 $1.46 Million
Q1 2024

May 01, 2024
BUY
$43.87 - $44.99 $1.51 Million - $1.54 Million
34,340 New
34,340 $1.53 Million

Others Institutions Holding SCHI

# of Institutions
242
Shares Held
48.7M
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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