Fsa Wealth Management LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Fsa Wealth Management LLC

$250 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 16, 2024	BUY	$43.87 - $44.99 $42,860 - $43,955	977 New	977 $43,000

Others Institutions Holding SCHI

# of Institutions

213

Shares Held

39.4M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

8.16M
Shares

$182 Million
4.21% of portfolio
Envestnet Asset Management Inc

7.51M
Shares

$167 Million
0.05% of portfolio
Campbell Wealth Management

5.68M
Shares

$127 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.39M
Shares

$53.2 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

1.16M
Shares

$25.7 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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