Spire Wealth Management Schwab Strategic Tr 5 10 Yr C Transaction History

Spire Wealth Management

  • $2.83 Billion
  • Q2 2024

A detailed history of Spire Wealth Management transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Spire Wealth Management holds 490 shares of SCHI stock, worth $22,667. This represents 0.0% of its overall portfolio holdings.

Number of Shares
490
Previous 3,364 85.43%
Holding current value
$22,667
Previous $149,000 85.91%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$43.11 - $44.42 $123,898 - $127,663
-2,874 Reduced 85.43%
490 $21,000
Q1 2024

Apr 24, 2024
BUY
$43.87 - $44.99 $121,432 - $124,532
2,768 Added 464.43%
3,364 $149,000
Q4 2023

Feb 06, 2024
BUY
$40.96 - $45.17 $1,556 - $1,716
38 Added 6.81%
596 $26,000
Q3 2023

Nov 08, 2023
BUY
$42.12 - $44.19 $23,502 - $24,658
558 New
558 $23,000
Q3 2022

Nov 07, 2022
BUY
$41.61 - $46.11 $2,995 - $3,319
72 New
72 $3,000

Others Institutions Holding SCHI

# of Institutions
191
Shares Held
135M
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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