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

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 2025

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 46,224 shares of SCHI stock, worth $1.05 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
46,224
Previous 39,522 16.96%
Holding current value
$1.05 Million
Previous $872,000 19.04%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$21.77 - $22.56 $145,902 - $151,197
6,702 Added 16.96%
46,224 $1.04 Million
Q4 2024

Feb 14, 2025
BUY
$22.02 - $46.16 $537,221 - $1.13 Million
24,397 Added 161.3%
39,522 $872,000
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
241
Shares Held
48.8M
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
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More about SCHI
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