Valued Wealth Advisors LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Valued Wealth Advisors LLC

$192 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$21.77 - $22.56 $31,566 - $32,711	1,450 New	1,450 $32.6 Million

Others Institutions Holding SCHI

# of Institutions

242

Shares Held

48.8M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

8.37M
Shares

$190 Million
3.89% of portfolio
Envestnet Asset Management Inc

7.34M
Shares

$167 Million
0.05% of portfolio
Captrust Financial Advisors Raleigh, NC

6.33M
Shares

$144 Million
0.37% of portfolio
Campbell Wealth Management

5.68M
Shares

$129 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.39M
Shares

$54.3 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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