Ci Private Wealth, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Ci Private Wealth, LLC holds 25,959 shares of SCHI stock, worth $594,980. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,959
Previous 16,106 61.18%
Holding current value
$594,980
Previous $366,000 63.66%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$22.45 - $23.2 $221,199 - $228,589
9,853 Added 61.18%
25,959 $599,000
Q2 2025

Sep 26, 2025
SELL
$21.85 - $22.76 $478,034 - $497,943
-21,878 Reduced 57.6%
16,106 $366,000
Q2 2025

Aug 15, 2025
BUY
$21.85 - $22.76 $504,254 - $525,255
23,078 Added 154.82%
37,984 $864,000
Q1 2025

May 14, 2025
BUY
$21.77 - $22.56 $20,812 - $21,567
956 Added 6.85%
14,906 $334,000
Q4 2024

Feb 10, 2025
BUY
$22.02 - $46.16 $184,351 - $386,451
8,372 Added 150.09%
13,950 $307,000
Q3 2024

Nov 12, 2024
BUY
$43.73 - $46.29 $243,925 - $258,205
5,578 New
5,578 $257,000

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

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
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