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

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

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 33,130 shares of SCHI stock, worth $1.48 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
33,130
Previous 30,825 7.48%
Holding current value
$1.48 Million
Previous $1.37 Million 6.56%
% of portfolio
0.11%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
182
Shares Held
134M
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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