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

Fidelis I M, LLC

$204 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$46.81 - $48.49 $255,863 - $265,046	-5,466 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$48.35 - $50.5 $264,281 - $276,033	5,466 New	5,466 $265,000

Others Institutions Holding SCHJ

# of Institutions

112

Shares Held

4.61M

Call Options Held

0

Put Options Held

0

Columbus Macro, LLC

439K
Shares

$10.7 Million
1.54% of portfolio
White Wing Wealth Management The Wodlands, TX

304K
Shares

$7.43 Million
5.59% of portfolio
Envestnet Asset Management Inc

189K
Shares

$4.62 Million
0.0% of portfolio
Kades & Cheifetz LLC Berwyn, PA

186K
Shares

$4.55 Million
2.32% of portfolio
Cetera Investment Advisers Schaumburg, IL

168K
Shares

$4.11 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR 1 - 5 YR C

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