San Luis Wealth Advisors LLC Schwab Strategic Tr 5 10 Yr C Transaction History

San Luis Wealth Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of San Luis Wealth Advisors LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 443,154 shares of SCHI stock, worth $9.78 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares
443,154
Previous 328,242 35.01%
Holding current value
$9.78 Million
Previous $14.5 Million 41.32%
% of portfolio
4.22%
Previous 3.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$43.73 - $46.29 $5.03 Million - $5.32 Million
114,912 Added 35.01%
443,154 $20.5 Million
Q2 2024

Jul 12, 2024
BUY
$43.11 - $44.42 $14.2 Million - $14.6 Million
328,242 New
328,242 $14.5 Million

Others Institutions Holding SCHI

# of Institutions
195
Shares Held
19.4M
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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