Fidelis I M, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Fidelis I M, LLC

$199 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	N/A	-5,466 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	N/A	5,466 New	5,466 $265,000

Others Institutions Holding SCHJ

# of Institutions

96

Shares Held

4.53M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.68M
Shares

$81.1 Million
0.02% of portfolio
Envestnet Asset Management Inc

184K
Shares

$8.89 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

168K
Shares

$8.09 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

161K
Shares

$7.79 Million
0.0% of portfolio
Columbus Macro, LLC

152K
Shares

$7.36 Million
2.85% of portfolio

About SCHWAB STRATEGIC TR 1 - 5 YR C

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