Wfa Of San Diego, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Wfa Of San Diego, LLC

  • $116 Million
  • Q3 2024

A detailed history of Wfa Of San Diego, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 41,442 shares of SCHI stock, worth $929,958. This represents 1.65% of its overall portfolio holdings.

Number of Shares
41,442
Previous 38,423 7.86%
Holding current value
$929,958
Previous $1.69 Million 12.87%
% of portfolio
1.65%
Previous 1.55%

Shares

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

Nov 13, 2024
BUY
$43.73 - $46.29 $132,020 - $139,749
3,019 Added 7.86%
41,442 $1.91 Million
Q2 2024

Aug 14, 2024
BUY
$43.11 - $44.42 $1.66 Million - $1.71 Million
38,423 New
38,423 $1.69 Million

Others Institutions Holding SCHI

# of Institutions
231
Shares Held
48.1M
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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