Wr Wealth Planners, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Wr Wealth Planners, LLC

  • $318 Million
  • Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 192 shares of SCHI stock, worth $8,876. This represents 0.0% of its overall portfolio holdings.

Number of Shares
192
Previous 192 -0.0%
Holding current value
$8,876
Previous $8,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jul 31, 2024
BUY
$43.87 - $44.99 $8,423 - $8,638
192 New
192 $8,000
Q3 2023

Aug 01, 2024
SELL
$42.12 - $44.19 $2,106 - $2,209
-50 Reduced 15.06%
282 $11.9 Million
Q2 2023

Aug 01, 2024
BUY
$43.63 - $45.06 $6,108 - $6,308
140 Added 72.92%
332 $14.6 Million
Q1 2023

Aug 01, 2024
BUY
$42.99 - $45.29 $27,685 - $29,166
644 Added 335.42%
836 $37.3 Million

Others Institutions Holding SCHI

# of Institutions
191
Shares Held
135M
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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