A detailed history of Security Financial Services, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Security Financial Services, Inc. holds 7,508 shares of SCHI stock, worth $165,701. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,508
Previous 8,412 10.75%
Holding current value
$165,701
Previous $370,000 6.49%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 05, 2024

SELL
$43.73 - $46.29 $39,531 - $41,846
-904 Reduced 10.75%
7,508 $346,000
Q2 2024

Jul 23, 2024

BUY
$43.11 - $44.42 $55,870 - $57,568
1,296 Added 18.21%
8,412 $370,000
Q1 2024

Apr 11, 2024

SELL
$43.87 - $44.99 $938,642 - $962,606
-21,396 Reduced 75.04%
7,116 $316,000
Q4 2023

Jan 16, 2024

BUY
$40.96 - $45.17 $94,494 - $104,207
2,307 Added 8.8%
28,512 $1.28 Million
Q3 2023

Nov 07, 2023

BUY
$42.12 - $44.19 $1.1 Million - $1.16 Million
26,205 New
26,205 $1.11 Million

Others Institutions Holding SCHI

About SCHWAB STRATEGIC TR 5 -10 YR C


  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Security Financial Services, Inc. Portfolio

Follow Security Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Security Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Security Financial Services, Inc. with notifications on news.