Ogorek Anthony Joseph Schwab Strategic Tr 5 10 Yr C Transaction History

Ogorek Anthony Joseph

  • $364 Million
  • Q4 2025

A detailed history of Ogorek Anthony Joseph transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Ogorek Anthony Joseph holds 168,976 shares of SCHI stock, worth $3.87 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
168,976
Previous 7,992 2014.31%
Holding current value
$3.87 Million
Previous $184,000 2009.24%
% of portfolio
1.07%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$22.89 - $23.27 $3.68 Million - $3.75 Million
160,984 Added 2014.31%
168,976 $3.88 Million
Q3 2025

Nov 04, 2025
SELL
$22.45 - $23.2 $5,792 - $5,985
-258 Reduced 3.13%
7,992 $184,000
Q2 2025

Aug 08, 2025
SELL
$21.85 - $22.76 $39,461 - $41,104
-1,806 Reduced 17.96%
8,250 $187,000
Q1 2025

May 09, 2025
SELL
$21.77 - $22.56 $155,307 - $160,943
-7,134 Reduced 41.5%
10,056 $225,000
Q4 2024

Jan 24, 2025
BUY
$22.02 - $46.16 $176,402 - $369,787
8,011 Added 87.28%
17,190 $379,000
Q3 2024

Nov 08, 2024
SELL
$43.73 - $46.29 $12,463 - $13,192
-285 Reduced 3.01%
9,179 $423,000
Q2 2024

Aug 08, 2024
SELL
$43.11 - $44.42 $16.3 Million - $16.8 Million
-379,244 Reduced 97.57%
9,464 $417,000
Q1 2024

May 03, 2024
BUY
$43.87 - $44.99 $4.1 Million - $4.2 Million
93,351 Added 31.61%
388,708 $17.3 Million
Q4 2023

Feb 09, 2024
BUY
$40.96 - $45.17 $3.93 Million - $4.33 Million
95,923 Added 48.1%
295,357 $13.3 Million
Q3 2023

Oct 19, 2023
BUY
$42.12 - $44.19 $8.4 Million - $8.81 Million
199,434 New
199,434 $8.42 Million

Others Institutions Holding SCHI

# of Institutions
250
Shares Held
52.4M
Call Options Held
0
Put Options Held
9K
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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