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

Wagner Wealth Management, LLC

$295 Million
Q4 2024

A detailed history of Wagner Wealth Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 162 shares of SCHI stock, worth $3,593. This represents 0.0% of its overall portfolio holdings.

Number of Shares

162

Previous 51 217.65%

Holding current value

$3,593

Previous $2,000 50.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$22.02 - $46.16 $2,444 - $5,123	111 Added 217.65%	162 $3,000
Q3 2024 Oct 10, 2024	BUY	$43.73 - $46.29 $262 - $277	6 Added 13.33%	51 $2,000
Q2 2024 Jul 18, 2024	BUY	$43.11 - $44.42 $258 - $266	6 Added 15.38%	45 $1,000
Q1 2024 Apr 23, 2024	BUY	$43.87 - $44.99 $307 - $314	7 Added 21.88%	39 $1,000
Q4 2023 Jan 19, 2024	BUY	$40.96 - $45.17 $204 - $225	5 Added 18.52%	32 $1,000
Q3 2023 Oct 18, 2023	BUY	$42.12 - $44.19 $968 - $1,016	23 Added 575.0%	27 $1,000
Q2 2023 Jul 28, 2023	BUY	$43.63 - $45.06 $43 - $45	1 Added 33.33%	4 $0
Q1 2023 May 17, 2023	BUY	$42.99 - $45.29 $42 - $45	1 Added 50.0%	3 $0
Q4 2022 Feb 14, 2023	BUY	$40.96 - $44.32 $81 - $88	2 New	2 $0

Others Institutions Holding SCHI

# of Institutions

213

Shares Held

39.4M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Wagner Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History