Insight Wealth Strategies, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Insight Wealth Strategies, LLC

$699 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 12, 2021	SELL	$51.28 - $52.56 $385,676 - $395,303	-7,521 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$51.17 - $53.57 $384,849 - $402,899	7,521 New	7,521 $386,000

Others Institutions Holding SCHI

# of Institutions

191

Shares Held

135M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

120M
Shares

$5.54 Billion
1.02% of portfolio
River Front Investment Group, LLC Richmond, VA

3.95M
Shares

$183 Million
4.73% of portfolio
Envestnet Asset Management Inc

3.69M
Shares

$170 Million
0.06% of portfolio
Raymond James & Associates St Petersburg, FL

982K
Shares

$45.4 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

594K
Shares

$27.5 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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