Mml Investors Services, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Mml Investors Services, LLC

$24.8 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$46.68 - $47.8 $551,991 - $565,235	-11,825 Reduced 57.56%	8,717 $415,000
Q4 2022 Feb 13, 2023	SELL	$45.76 - $47.27 $22,742 - $23,493	-497 Reduced 2.36%	20,542 $963,000
Q3 2022 Nov 14, 2022	SELL	$46.13 - $48.23 $56,232 - $58,792	-1,219 Reduced 5.48%	21,039 $974,000
Q2 2022 Aug 12, 2022	BUY	$46.81 - $48.49 $331,321 - $343,212	7,078 Added 46.63%	22,258 $1.06 Million
Q1 2022 May 13, 2022	SELL	$48.35 - $50.5 $171,545 - $179,174	-3,548 Reduced 18.94%	15,180 $737,000
Q4 2021 Feb 14, 2022	SELL	$50.42 - $51.09 $614,166 - $622,327	-12,181 Reduced 39.41%	18,728 $947,000
Q3 2021 Nov 15, 2021	SELL	$51.05 - $51.3 $5.77 Million - $5.8 Million	-113,020 Reduced 78.52%	30,909 $1.58 Million
Q2 2021 Aug 13, 2021	BUY	$50.92 - $51.3 $451,915 - $455,287	8,875 Added 6.57%	143,929 $7.37 Million
Q1 2021 May 14, 2021	BUY	$50.81 - $51.4 $6.86 Million - $6.94 Million	135,054 New	135,054 $6.89 Million

Others Institutions Holding SCHJ

# of Institutions

95

Shares Held

4.62M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.73M
Shares

$85.6 Million
0.02% of portfolio
Envestnet Asset Management Inc

185K
Shares

$9.19 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

166K
Shares

$8.24 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

164K
Shares

$8.16 Million
0.02% of portfolio
Tap Consulting, LLC

156K
Shares

$7.72 Million
1.65% of portfolio

About SCHWAB STRATEGIC TR 1 - 5 YR C

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