Selective Wealth Management, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Selective Wealth Management, Inc.

  • $247 Million
  • Q4 2024

A detailed history of Selective Wealth Management, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 15,581 shares of SCHI stock, worth $344,495. This represents 0.14% of its overall portfolio holdings.

Number of Shares
15,581
Previous 7,779 100.3%
Holding current value
$344,495
Previous $359,000 4.46%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Jan 15, 2025
BUY
$22.02 - $46.16 $171,800 - $360,140
7,802 Added 100.3%
15,581 $343,000
Q3 2024

Oct 09, 2024
BUY
$43.73 - $46.29 $340,175 - $360,089
7,779 New
7,779 $359,000

Others Institutions Holding SCHI

# of Institutions
205
Shares Held
22.2M
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
Track This Portfolio

Track Selective Wealth Management, Inc. Portfolio

Follow Selective Wealth Management, 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 Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email