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

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 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 39,522 shares of SCHI stock, worth $880,154. This represents 0.01% of its overall portfolio holdings.

Number of Shares
39,522
Previous 15,125 161.3%
Holding current value
$880,154
Previous $698,000 24.93%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
219
Shares Held
42M
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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