Transform Wealth, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Transform Wealth, LLC holds 33,420 shares of SCHI stock, worth $765,986. This represents 0.05% of its overall portfolio holdings.

Number of Shares

33,420

Previous 60,843 45.07%

Holding current value

$765,986

Previous $1.34 Million 44.19%

% of portfolio

0.05%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$21.77 - $22.56 $596,998 - $618,662	-27,423 Reduced 45.07%	33,420 $749,000
Q4 2024 Jan 16, 2025	BUY	$22.02 - $46.16 $641,706 - $1.35 Million	29,142 Added 91.93%	60,843 $1.34 Million
Q3 2024 Oct 15, 2024	SELL	$43.73 - $46.29 $62,490 - $66,148	-1,429 Reduced 4.31%	31,701 $1.46 Million
Q2 2024 Jul 15, 2024	BUY	$43.11 - $44.42 $99,368 - $102,388	2,305 Added 7.48%	33,130 $1.46 Million
Q1 2024 Apr 15, 2024	BUY	$43.87 - $44.99 $58,873 - $60,376	1,342 Added 4.55%	30,825 $1.37 Million

Q4 2023 Jan 18, 2024	BUY	$40.96 - $45.17 $161,669 - $178,285	3,947 Added 15.46%	29,483 $1.32 Million
Q3 2023 Oct 10, 2023	BUY	$42.12 - $44.19 $6,991 - $7,335	166 Added 0.65%	25,536 $1.08 Million
Q2 2023 Jul 13, 2023	BUY	$43.63 - $45.06 $1.11 Million - $1.14 Million	25,370 New	25,370 $1.12 Million

Others Institutions Holding SCHI

# of Institutions

250

Shares Held

52.2M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Transform Wealth, LLC Schwab Strategic Tr 5 10 Yr C Transaction History