Sculati Wealth Management, LLC SCHI Holdings History
Sculati Wealth Management, LLC's Schwab 5-10 Year Corporate Bond ETF Holding Summary
As of 2025-03-31, Sculati Wealth Management, LLC held 83,816.00 shares of Schwab 5-10 Year Corporate Bond ETF(SCHI), totaling $1.88 Mil. This investment constitutes 0.76% of their stock portfolio, and Sculati Wealth Management, LLC now holds 0.02% of the outstanding Schwab 5-10 Year Corporate Bond ETF(SCHI) stock.
The initial trade took place in 2024Q4. And since then Sculati Wealth Management, LLC has made 2 purchases of SCHI, at an average price of $22.30, for a total of 83,816.00 shares. Based on historical transaction data and SCHI's current price of $22.64, Sculati Wealth Management, LLC's estimated gain on his SCHI holdings is $28,222.22, reflecting a 1.51% gain to date.
Sculati Wealth Management, LLC SCHI ($22.64) Holding Chart
Sculati Wealth Management, LLC SCHI ($22.64) 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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