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 34,340 shares of SCHI stock, worth $1.53 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
34,340
Holding current value
$1.53 Million
% of portfolio
0.46%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR 5 -10 YR C


  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Source Financial Advisors LLC Portfolio

Follow Source Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Source Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Source Financial Advisors LLC with notifications on news.