Tradition Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Tradition Wealth Management, LLC

$1.21 Billion
Q3 2025

A detailed history of Tradition Wealth Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 14,091 shares of SCHI stock, worth $322,965. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,091

Previous 14,372 1.96%

Holding current value

$322,965

Previous $327,000 0.61%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$22.45 - $23.2 $6,308 - $6,519	-281 Reduced 1.96%	14,091 $325,000
Q2 2025 Aug 12, 2025	SELL	$21.85 - $22.76 $10,662 - $11,106	-488 Reduced 3.28%	14,372 $327,000
Q4 2024 Feb 13, 2025	BUY	$22.02 - $46.16 $160,217 - $335,860	7,276 Added 95.94%	14,860 $327,000
Q2 2024 Aug 12, 2024	BUY	$43.11 - $44.42 $2,457 - $2,531	57 Added 0.76%	7,584 $334,000
Q1 2024 May 13, 2024	BUY	$43.87 - $44.99 $318,189 - $326,312	7,253 Added 2647.08%	7,527 $334,000

Q4 2023 Feb 12, 2024	BUY	$40.96 - $45.17 $5,488 - $6,052	134 Added 95.71%	274 $12,000
Q3 2023 Nov 13, 2023	BUY	$42.12 - $44.19 $5,896 - $6,186	140 New	140 $6,000

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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Tradition Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History