Sowell Financial Services LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Sowell Financial Services LLC holds 10,423 shares of SCHI stock, worth $230,973. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,423
Holding current value
$230,973
% of portfolio
0.01%

Shares

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

Feb 07, 2025
BUY
$22.02 - $46.16 $229,514 - $481,125
10,423 New
10,423 $230,000
Q2 2021

Aug 05, 2021
SELL
$51.28 - $52.56 $83,330 - $85,410
-1,625 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$51.17 - $53.57 $35,716 - $37,391
698 Added 75.3%
1,625 $84,000
Q4 2020

Jan 13, 2021
BUY
$52.55 - $53.65 $48,713 - $49,733
927 New
927 $50,000

Others Institutions Holding SCHI

# of Institutions
212
Shares Held
30.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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