Wfa Of San Diego, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Wfa Of San Diego, LLC

  • $116 Million
  • Q3 2024

A detailed history of Wfa Of San Diego, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 41,442 shares of SCHI stock, worth $929,129. This represents 1.65% of its overall portfolio holdings.

Number of Shares
41,442
Previous 38,423 7.86%
Holding current value
$929,129
Previous $1.69 Million 12.87%
% of portfolio
1.65%
Previous 1.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$43.73 - $46.29 $132,020 - $139,749
3,019 Added 7.86%
41,442 $1.91 Million
Q2 2024

Aug 14, 2024
BUY
$43.11 - $44.42 $1.66 Million - $1.71 Million
38,423 New
38,423 $1.69 Million

Others Institutions Holding SCHI

# of Institutions
221
Shares Held
42.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Wfa Of San Diego, LLC Portfolio

Follow Wfa Of San Diego, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wfa Of San Diego, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Of San Diego, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email