Spire Wealth Management Schwab Strategic Tr 5 10 Yr C Transaction History

Spire Wealth Management

$2.74 Billion
Q3 2025

A detailed history of Spire Wealth Management transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Spire Wealth Management holds 792 shares of SCHI stock, worth $18,152. This represents 0.0% of its overall portfolio holdings.

Number of Shares

792

Previous 782 1.28%

Holding current value

$18,152

Previous $17,000 5.88%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$22.45 - $23.2 $224 - $232	10 Added 1.28%	792 $18,000
Q2 2025 Aug 04, 2025	SELL	$21.85 - $22.76 $5,396 - $5,621	-247 Reduced 24.0%	782 $17,000
Q1 2025 Apr 23, 2025	BUY	$21.77 - $22.56 $195 - $203	9 Added 0.88%	1,029 $23,000
Q4 2024 Jan 24, 2025	BUY	$22.02 - $46.16 $17,417 - $36,512	791 Added 345.41%	1,020 $22,000
Q3 2024 Oct 15, 2024	SELL	$43.73 - $46.29 $11,413 - $12,081	-261 Reduced 53.27%	229 $10,000

Q2 2024 Jul 31, 2024	SELL	$43.11 - $44.42 $123,898 - $127,663	-2,874 Reduced 85.43%	490 $21,000
Q1 2024 Apr 24, 2024	BUY	$43.87 - $44.99 $121,432 - $124,532	2,768 Added 464.43%	3,364 $149,000
Q4 2023 Feb 06, 2024	BUY	$40.96 - $45.17 $1,556 - $1,716	38 Added 6.81%	596 $26,000
Q3 2023 Nov 08, 2023	BUY	$42.12 - $44.19 $23,502 - $24,658	558 New	558 $23,000
Q3 2022 Nov 07, 2022	BUY	$41.61 - $46.11 $2,995 - $3,319	72 New	72 $3,000

Others Institutions Holding SCHI

# of Institutions

250

Shares Held

52.2M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Spire Wealth Management Schwab Strategic Tr 5 10 Yr C Transaction History