Capital Analysts, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024

A detailed history of Capital Analysts, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Capital Analysts, LLC holds 14,341 shares of SCHI stock, worth $318,800. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,341
Previous 9,121 57.23%
Holding current value
$318,800
Previous $421,000 24.7%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 14, 2025
BUY
$22.02 - $46.16 $114,944 - $240,955
5,220 Added 57.23%
14,341 $317,000
Q3 2024

Nov 13, 2024
BUY
$43.73 - $46.29 $100,272 - $106,142
2,293 Added 33.58%
9,121 $421,000
Q2 2024

Aug 14, 2024
BUY
$43.11 - $44.42 $294,355 - $303,299
6,828 New
6,828 $301,000

Others Institutions Holding SCHI

# of Institutions
221
Shares Held
42.1M
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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