Main Street Research LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Main Street Research LLC

$1.56 Billion
Q3 2024

A detailed history of Main Street Research LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Main Street Research LLC holds 8,879 shares of SCHI stock, worth $195,959. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,879

Holding current value

$195,959

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$43.73 - $46.29 $388,278 - $411,008	8,879 New	8,879 $409,000

Others Institutions Holding SCHI

# of Institutions

198

Shares Held

21M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$91.9 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.4 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
San Luis Wealth Advisors LLC San Luis Obispo, CA

1.04M
Shares

$23 Million
4.36% of portfolio

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Main Street Research LLC Schwab Strategic Tr 5 10 Yr C Transaction History