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

Wr Wealth Planners, LLC

$301 Million
Q4 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 250 shares of SCHI stock, worth $5,540. This represents 0.0% of its overall portfolio holdings.

Number of Shares

250

Previous 192 30.21%

Holding current value

$5,540

Previous $8,000 37.5%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$22.02 - $46.16 $1,277 - $2,677	58 Added 30.21%	250 $5,000
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
Q4 2022 Oct 10, 2024	SELL	$40.96 - $44.32 $8,151 - $8,819	-199 Reduced 19.23%	836 $36 Million
Q3 2022 Oct 10, 2024	BUY	$41.61 - $46.11 $35,077 - $38,870	843 Added 439.06%	1,035 $43.5 Million
Q2 2022 Oct 17, 2024	SELL	$43.49 - $47.85 $24,441 - $26,891	-562 Reduced 31.93%	1,198 $53.4 Million
Q1 2022 Oct 17, 2024	BUY	$47.33 - $51.36 $74,213 - $80,532	1,568 Added 816.67%	1,760 $84.2 Million

Others Institutions Holding SCHI

# of Institutions

213

Shares Held

30.1M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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