Perigon Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Perigon Wealth Management, LLC

$4.72 Billion
Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,541 shares of SCHI stock, worth $241,599. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,541

Previous 14,297 26.27%

Holding current value

$241,599

Previous $325,000 25.23%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$22.45 - $23.2 $84,322 - $87,139	-3,756 Reduced 26.27%	10,541 $243,000
Q2 2025 Jul 15, 2025	BUY	$21.85 - $22.76 $2,185 - $2,276	100 Added 0.7%	14,297 $325,000
Q1 2025 Apr 23, 2025	SELL	$21.77 - $22.56 $26,428 - $27,387	-1,214 Reduced 7.88%	14,197 $318,000
Q4 2024 Jan 22, 2025	BUY	$22.02 - $46.16 $159,667 - $334,706	7,251 Added 88.86%	15,411 $340,000
Q3 2024 Oct 16, 2024	BUY	$43.73 - $46.29 $5,991 - $6,341	137 Added 1.71%	8,160 $376,000

Q2 2024 Aug 02, 2024	SELL	$43.11 - $44.42 $382,601 - $394,227	-8,875 Reduced 52.52%	8,023 $353,000
Q1 2024 Apr 29, 2024	BUY	$43.87 - $44.99 $741,315 - $760,241	16,898 New	16,898 $751,000

Others Institutions Holding SCHI

# of Institutions

250

Shares Held

52.2M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Perigon Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History