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

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

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 9,114 shares of SCHI stock, worth $208,892. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,114
Previous 9,108 0.07%
Holding current value
$208,892
Previous $207,000 1.45%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$22.45 - $23.2 $134 - $139
6 Added 0.07%
9,114 $210,000
Q2 2025

Jul 11, 2025
SELL
$21.85 - $22.76 $17,130 - $17,843
-784 Reduced 7.93%
9,108 $207,000
Q1 2025

Apr 17, 2025
SELL
$21.77 - $22.56 $11,559 - $11,979
-531 Reduced 5.09%
9,892 $221,000
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
250
Shares Held
52.2M
Call Options Held
0
Put Options Held
9K
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
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