Gradient Investments LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Gradient Investments LLC

$3.96 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$43.11 - $44.42 $4,785 - $4,930	111 New	111 $4,000
Q2 2023 Jul 11, 2023	BUY	$43.63 - $45.06 $14,703 - $15,185	337 New	337 $14,000

Others Institutions Holding SCHI

# of Institutions

231

Shares Held

48.1M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

8.45M
Shares

$187 Million
4.35% of portfolio
Envestnet Asset Management Inc

7.46M
Shares

$165 Million
0.06% of portfolio
Captrust Financial Advisors Raleigh, NC

6.33M
Shares

$140 Million
0.37% of portfolio
Campbell Wealth Management

5.68M
Shares

$126 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.39M
Shares

$52.8 Million
0.02% of portfolio

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 Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.