Bestgate Wealth Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Bestgate Wealth Advisors, LLC

  • $56.6 Billion
  • Q3 2025

A detailed history of Bestgate Wealth Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 37,157 shares of SCHI stock, worth $851,638. This represents 1.51% of its overall portfolio holdings.

Number of Shares
37,157
Previous 35,158 5.69%
Holding current value
$851,638
Previous $790 Million 8.6%
% of portfolio
1.51%
Previous 1.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$22.45 - $23.2 $44,877 - $46,376
1,999 Added 5.69%
37,157 $858 Million
Q1 2025

Apr 29, 2025
BUY
$21.77 - $22.56 $765,389 - $793,164
35,158 New
35,158 $790 Million

Others Institutions Holding SCHI

# of Institutions
250
Shares Held
52.2M
Call Options Held
0
Put Options Held
9K
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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