A detailed history of Wagner Wealth Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 51 shares of SCHI stock, worth $1,151. This represents 0.0% of its overall portfolio holdings.

Number of Shares
51
Previous 45 13.33%
Holding current value
$1,151
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 10, 2024

BUY
$43.73 - $46.29 $262 - $277
6 Added 13.33%
51 $2,000
Q2 2024

Jul 18, 2024

BUY
$43.11 - $44.42 $258 - $266
6 Added 15.38%
45 $1,000
Q1 2024

Apr 23, 2024

BUY
$43.87 - $44.99 $307 - $314
7 Added 21.88%
39 $1,000
Q4 2023

Jan 19, 2024

BUY
$40.96 - $45.17 $204 - $225
5 Added 18.52%
32 $1,000
Q3 2023

Oct 18, 2023

BUY
$42.12 - $44.19 $968 - $1,016
23 Added 575.0%
27 $1,000
Q2 2023

Jul 28, 2023

BUY
$43.63 - $45.06 $43 - $45
1 Added 33.33%
4 $0
Q1 2023

May 17, 2023

BUY
$42.99 - $45.29 $42 - $45
1 Added 50.0%
3 $0
Q4 2022

Feb 14, 2023

BUY
$40.96 - $44.32 $81 - $88
2 New
2 $0

Others Institutions Holding SCHI

About SCHWAB STRATEGIC TR 5 -10 YR C


  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Wagner Wealth Management, LLC Portfolio

Follow Wagner Wealth Management, 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 Wagner Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wagner Wealth Management, LLC with notifications on news.