Warren Averett Asset Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 15,125 shares of SCHI stock, worth $337,287. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,125
Previous 9,835 53.79%
Holding current value
$337,287
Previous $433,000 61.2%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$43.73 - $46.29 $231,331 - $244,874
5,290 Added 53.79%
15,125 $698,000
Q2 2024

Aug 14, 2024
BUY
$43.11 - $44.42 $423,986 - $436,870
9,835 New
9,835 $433,000

Others Institutions Holding SCHI

# of Institutions
195
Shares Held
19.3M
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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