Decision Point Financial, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Decision Point Financial, LLC

  • $326 Million
  • Q4 2024

A detailed history of Decision Point Financial, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Decision Point Financial, LLC holds 135,232 shares of SCHI stock, worth $3.02 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
135,232
Previous 68,819 96.5%
Holding current value
$3.02 Million
Previous $3.18 Million 6.05%
% of portfolio
0.91%
Previous 1.01%

Shares

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

Jan 28, 2025
BUY
$22.02 - $46.16 $1.46 Million - $3.07 Million
66,413 Added 96.5%
135,232 $2.98 Million
Q3 2024

Oct 28, 2024
SELL
$43.73 - $46.29 $293,209 - $310,374
-6,705 Reduced 8.88%
68,819 $3.18 Million
Q2 2024

Aug 09, 2024
SELL
$43.11 - $44.42 $31,168 - $32,115
-723 Reduced 0.95%
75,524 $3.33 Million
Q1 2024

Apr 30, 2024
SELL
$43.87 - $44.99 $97,172 - $99,652
-2,215 Reduced 2.82%
76,247 $3.39 Million
Q4 2023

Jan 30, 2024
SELL
$40.96 - $45.17 $12,410 - $13,686
-303 Reduced 0.38%
78,462 $3.53 Million
Q3 2023

Oct 26, 2023
SELL
$42.12 - $44.19 $39,045 - $40,964
-927 Reduced 1.16%
78,765 $3.32 Billion
Q2 2023

Sep 26, 2023
BUY
$43.63 - $45.06 $77,966 - $80,522
1,787 Added 2.29%
79,692 $3.51 Billion
Q1 2023

Sep 26, 2023
SELL
$42.99 - $45.29 $7,480 - $7,880
-174 Reduced 0.22%
77,905 $3.48 Billion
Q4 2022

Sep 26, 2023
BUY
$40.96 - $44.32 $3.2 Million - $3.46 Million
78,079 New
78,079 $3.37 Billion

Others Institutions Holding SCHI

# of Institutions
219
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
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