Howe & Rusling Inc Schwab Strategic Tr 5 10 Yr C Transaction History

Howe & Rusling Inc

$1.16 Billion
Q3 2024

A detailed history of Howe & Rusling Inc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Howe & Rusling Inc holds 24 shares of SCHI stock, worth $530. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$530

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$43.73 - $46.29 $1,049 - $1,110	24 New	24 $1,000
Q1 2024 May 15, 2024	BUY	$43.87 - $44.99 $9,870 - $10,122	225 Added 16.23%	1,611 $71,000
Q4 2023 Feb 05, 2024	SELL	$40.96 - $45.17 $94,535 - $104,252	-2,308 Reduced 62.48%	1,386 $62,000
Q3 2023 Nov 08, 2023	BUY	$42.12 - $44.19 $155,591 - $163,237	3,694 New	3,694 $155,000

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

19.4M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$92 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.5 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$48.9 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$24.8 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

576K
Shares

$12.7 Million
0.01% of portfolio

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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