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

Campbell Wealth Management

  • $1.11 Billion
  • Q4 2024

A detailed history of Campbell Wealth Management transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Campbell Wealth Management holds 5,681,777 shares of SCHI stock, worth $126 Million. This represents 11.29% of its overall portfolio holdings.

Number of Shares
5,681,777
Previous 2,213,579 156.68%
Holding current value
$126 Million
Previous $102 Million 22.72%
% of portfolio
11.29%
Previous 9.1%

Shares

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

Jan 30, 2025
BUY
$22.02 - $46.16 $76.4 Million - $160 Million
3,468,198 Added 156.68%
5,681,777 $125 Million
Q3 2024

Oct 28, 2024
BUY
$43.73 - $46.29 $96.8 Million - $102 Million
2,213,579 New
2,213,579 $102 Million
Q1 2024

May 09, 2024
BUY
$43.87 - $44.99 $77.8 Million - $79.8 Million
1,772,793 Added 570.29%
2,083,651 $92.7 Million
Q4 2023

Feb 08, 2024
BUY
$40.96 - $45.17 $204,922 - $225,985
5,003 Added 1.64%
310,858 $14 Million
Q3 2023

Nov 13, 2023
SELL
$42.12 - $44.19 $186,001 - $195,143
-4,416 Reduced 1.42%
305,855 $12.9 Million
Q2 2023

Jul 31, 2023
BUY
$43.63 - $45.06 $13.5 Million - $14 Million
310,271 New
310,271 $13.7 Million
Q1 2023

May 08, 2023
BUY
$42.99 - $45.29 $463,174 - $487,954
10,774 Added 3.76%
297,579 $13.3 Million
Q4 2022

Jan 10, 2023
BUY
$40.96 - $44.32 $439,787 - $475,863
10,737 Added 3.89%
286,805 $12.4 Million
Q3 2022

Oct 11, 2022
BUY
$41.61 - $46.11 $11.5 Million - $12.7 Million
276,068 New
276,068 $11.6 Million

Others Institutions Holding SCHI

# of Institutions
212
Shares Held
30.4M
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
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