Chapin Davis, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Chapin Davis, Inc.

$407 Billion
Q3 2025

A detailed history of Chapin Davis, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Chapin Davis, Inc. holds 12,450 shares of SCHI stock, worth $288,964. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,450

Holding current value

$288,964

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 09, 2025	BUY	$22.45 - $23.2 $279,502 - $288,840	12,450 New	12,450 $287 Million

Others Institutions Holding SCHI

# of Institutions

246

Shares Held

50.6M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

8.37M
Shares

$194 Million
3.89% of portfolio
Envestnet Asset Management Inc

7.34M
Shares

$170 Million
0.05% of portfolio
Captrust Financial Advisors Raleigh, NC

7.24M
Shares

$168 Million
0.38% of portfolio
Campbell Wealth Management

5.68M
Shares

$132 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.48M
Shares

$57.6 Million
0.02% of portfolio

View Full List

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 Chapin Davis, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Chapin Davis, Inc. with notifications on news.

Account