A detailed history of 1620 Investment Advisors, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 4,772 shares of SCHI stock, worth $105,747. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,772
Previous 2,386 100.0%
Holding current value
$105,747
Previous $110,000 4.55%
% of portfolio
0.08%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

BUY
$22.02 - $46.16 $52,539 - $110,137
2,386 Added 100.0%
4,772 $105,000
Q2 2024

Jul 23, 2024

BUY
$43.11 - $44.42 $102,860 - $105,986
2,386 New
2,386 $105,000

Others Institutions Holding SCHI

About SCHWAB STRATEGIC TR 5 -10 YR C


  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
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