Stephens Consulting, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Stephens Consulting, LLC

$392 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	SELL	$40.96 - $44.32 $39,362 - $42,591	-961 Closed	0 $0
Q3 2022 Jan 19, 2023	BUY	$41.61 - $46.11 $39,987 - $44,311	961 New	961 $40.4 Million

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

19.4M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$91.7 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.3 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$48.8 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$24.7 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

576K
Shares

$12.7 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

More about SCHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stephens Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stephens Consulting, LLC with notifications on news.