Mml Investors Services, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Mml Investors Services, LLC

$27.4 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$43.87 - $44.99 $254,621 - $261,121	5,804 New	5,804 $258,000
Q3 2023 Nov 14, 2023	BUY	$42.12 - $44.19 $596,882 - $626,216	14,171 Added 42.93%	47,181 $1.99 Million
Q2 2023 Aug 14, 2023	BUY	$43.63 - $45.06 $1.44 Million - $1.49 Million	33,010 New	33,010 $1.45 Million
Q4 2021 Feb 14, 2022	SELL	$51.18 - $52.35 $203,389 - $208,038	-3,974 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$52.2 - $53.14 $125,384 - $127,642	-2,402 Reduced 37.67%	3,974 $207,000
Q2 2021 Aug 13, 2021	SELL	$51.28 - $52.56 $1.38 Million - $1.41 Million	-26,912 Reduced 80.85%	6,376 $335,000
Q1 2021 May 14, 2021	BUY	$51.17 - $53.57 $1.7 Million - $1.78 Million	33,288 New	33,288 $1.71 Million

Others Institutions Holding SCHI

# of Institutions

196

Shares Held

19.4M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$93.8 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$84.1 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$49.8 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$25.3 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

576K
Shares

$13 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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