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

Valtinson Bruner Financial Planning LLC

  • $239 Million
  • Q1 2025

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$22.02 - $46.16 $1.51 Million - $3.17 Million
68,606 Added 218.48%
100,007 $2.21 Million
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
234
Shares Held
48.5M
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
Track This Portfolio

Track Valtinson Bruner Financial Planning LLC Portfolio

Follow Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valtinson Bruner Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email