Campbell Wealth Management SCHI Holdings History
Campbell Wealth Management's Schwab 5-10 Year Corporate Bond ETF Holding Summary
As of 2024-12-31, Campbell Wealth Management held 5.68 Mil shares of Schwab 5-10 Year Corporate Bond ETF(SCHI), totaling $125.40 Mil. This investment constitutes 11.29% of their stock portfolio, and Campbell Wealth Management now holds 1.61% of the outstanding Schwab 5-10 Year Corporate Bond ETF(SCHI) stock.
The initial trade took place in 2022Q3. And since then Campbell Wealth Management has made 8 purchases of SCHI, at an average price of $28.47, for a total of 7.77 Mil shares. In addition, there have been 2 sales at an average price of $43.85 for 2.09 Mil shares. Based on historical transaction data and SCHI's current price of $22.60, Campbell Wealth Management's estimated gain on his SCHI holdings is $-1.24 Mil, reflecting a -0.56% gain to date.
Campbell Wealth Management SCHI ($22.60) Holding Chart
Campbell Wealth Management SCHI ($22.60) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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