55 I, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

55 I, LLC

$3.58 Billion
Q3 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$52.2 - $53.14 $228,479 - $232,593	-4,377 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$51.28 - $52.56 $18.1 Million - $18.5 Million	-352,419 Reduced 98.77%	4,377 $230,000
Q1 2021 May 03, 2021	BUY	$51.17 - $53.57 $18.3 Million - $19.1 Million	356,796 New	356,796 $18.3 Million

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

136M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

120M
Shares

$2.7 Billion
1.02% of portfolio
River Front Investment Group, LLC Richmond, VA

3.95M
Shares

$89.2 Million
4.73% of portfolio
Envestnet Asset Management Inc

3.69M
Shares

$83.2 Million
0.06% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$25.4 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

594K
Shares

$13.4 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 55 I, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 55 I, LLC with notifications on news.