Valtinson Bruner Financial Planning LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Valtinson Bruner Financial Planning LLC

  • $231 Million
  • Q3 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 31,401 shares of SCHI stock, worth $697,730. This represents 0.63% of its overall portfolio holdings.

Number of Shares
31,401
Previous 112,140 72.0%
Holding current value
$697,730
Previous $4.95 Million 70.7%
% of portfolio
0.63%
Previous 2.66%

Shares

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

Nov 05, 2024
SELL
$43.73 - $46.29 $3.53 Million - $3.74 Million
-80,739 Reduced 72.0%
31,401 $1.45 Million
Q2 2024

Aug 05, 2024
BUY
$43.11 - $44.42 $4.83 Million - $4.98 Million
112,140 New
112,140 $4.95 Million

Others Institutions Holding SCHI

# of Institutions
207
Shares Held
22.7M
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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