Advisor Group Holdings, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Advisor Group Holdings, Inc.

  • $67.1 Billion
  • Q3 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 77,428 shares of SCHI stock, worth $1.77 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
77,428
Previous 39,259 97.22%
Holding current value
$1.77 Million
Previous $893,000 100.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$22.45 - $23.2 $856,894 - $885,520
38,169 Added 97.22%
77,428 $1.79 Million
Q2 2025

Sep 04, 2025
BUY
$21.85 - $22.76 $302,469 - $315,066
13,843 Added 54.47%
39,259 $893,000
Q2 2025

Aug 13, 2025
BUY
$21.85 - $22.76 $43,066 - $44,859
1,971 Added 8.41%
25,416 $578,000
Q1 2025

May 12, 2025
BUY
$21.77 - $22.56 $159,922 - $165,725
7,346 Added 45.63%
23,445 $526,000
Q4 2024

Jun 06, 2025
BUY
$22.02 - $46.16 $78,104 - $163,729
3,547 Added 15.13%
26,992 $595,000
Q4 2024

Feb 07, 2025
SELL
$22.02 - $46.16 $57,714 - $120,985
-2,621 Reduced 14.0%
16,099 $355,000
Q3 2024

Nov 13, 2024
BUY
$43.73 - $46.29 $138,973 - $147,109
3,178 Added 20.45%
18,720 $864,000
Q2 2024

Aug 13, 2024
SELL
$43.11 - $44.42 $267,583 - $275,714
-6,207 Reduced 28.54%
15,542 $685,000
Q1 2024

May 10, 2024
SELL
$43.87 - $44.99 $431,680 - $442,701
-9,840 Reduced 31.15%
21,749 $967,000
Q4 2023

Feb 12, 2024
SELL
$40.96 - $45.17 $822,190 - $906,697
-20,073 Reduced 38.85%
31,589 $1.42 Million
Q3 2023

Nov 13, 2023
BUY
$42.12 - $44.19 $1.28 Million - $1.35 Million
30,450 Added 143.55%
51,662 $2.18 Million
Q2 2023

Aug 10, 2023
BUY
$43.63 - $45.06 $838,306 - $865,782
19,214 Added 961.66%
21,212 $934,000
Q1 2023

May 12, 2023
SELL
$42.99 - $45.29 $6,577 - $6,929
-153 Reduced 7.11%
1,998 $89,000
Q4 2022

Feb 10, 2023
SELL
$40.96 - $44.32 $32,808 - $35,500
-801 Reduced 27.13%
2,151 $92,000
Q3 2022

Nov 14, 2022
BUY
$41.61 - $46.11 $30,666 - $33,983
737 Added 33.27%
2,952 $124,000
Q1 2022

May 04, 2022
SELL
$47.33 - $51.36 $419,627 - $455,357
-8,866 Reduced 80.01%
2,215 $106,000
Q3 2021

Nov 05, 2021
SELL
$52.2 - $53.14 $49,120 - $50,004
-941 Reduced 7.83%
11,081 $578,000
Q2 2021

Aug 02, 2021
BUY
$51.28 - $52.56 $146,814 - $150,479
2,863 Added 31.26%
12,022 $632,000
Q1 2021

May 13, 2021
BUY
$51.17 - $53.57 $468,666 - $490,647
9,159 New
9,159 $470,000

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

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