Capital Advisors Inc Schwab Strategic Tr 5 10 Yr C Transaction History

Capital Advisors Inc

$4.86 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$43.49 - $47.85 $208,360 - $229,249	-4,791 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$47.33 - $51.36 $226,758 - $246,065	4,791 New	4,791 $229,000

Others Institutions Holding SCHI

# of Institutions

198

Shares Held

21M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$91.9 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.4 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$48.9 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$24.8 Million
0.03% of portfolio
San Luis Wealth Advisors LLC San Luis Obispo, CA

1.04M
Shares

$23 Million
4.36% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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