Wt Wealth Management Schwab Strategic Tr 5 10 Yr C Transaction History

Wt Wealth Management

  • $300 Million
  • Q1 2025

A detailed history of Wt Wealth Management transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wt Wealth Management holds 348,195 shares of SCHI stock, worth $7.81 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
348,195
Previous 448,013 22.28%
Holding current value
$7.81 Million
Previous $9.89 Million 20.91%
% of portfolio
2.6%
Previous 3.2%

Shares

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

May 05, 2025
SELL
$21.77 - $22.56 $2.17 Million - $2.25 Million
-99,818 Reduced 22.28%
348,195 $7.82 Million
Q4 2024

Feb 04, 2025
BUY
$22.02 - $46.16 $43,863 - $91,950
1,992 Added 0.45%
448,013 $9.89 Million
Q3 2024

Oct 21, 2024
BUY
$43.73 - $46.29 $19.5 Million - $20.6 Million
446,021 New
446,021 $20.6 Million

Others Institutions Holding SCHI

# of Institutions
232
Shares Held
48M
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
Track This Portfolio

Track Wt Wealth Management Portfolio

Follow Wt Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wt Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Wt Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email