Hantz Financial Services, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Hantz Financial Services, Inc.

$5.63 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Aug 06, 2024	SELL	$43.87 - $44.99 $6,141 - $6,298	-140 Reduced 69.31%	62 $3,000
Q1 2022 Aug 06, 2024	BUY	$47.33 - $51.36 $9,560 - $10,374	202 New	202 $10,000

Others Institutions Holding SCHI

# of Institutions

198

Shares Held

20.5M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$91.7 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.2 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$48.7 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$24.7 Million
0.03% of portfolio
San Luis Wealth Advisors LLC San Luis Obispo, CA

1.04M
Shares

$23 Million
4.36% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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