Nicolet Bankshares Inc Schwab Strategic Tr 5 10 Yr C Transaction History

Nicolet Bankshares Inc

$488 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$43.63 - $45.06 $244,764 - $252,786	5,610 New	5,610 $247,000
Q1 2022 May 10, 2022	BUY	$47.33 - $51.36 $284,926 - $309,187	6,020 New	6,020 $288,000

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

19.3M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$92.9 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$83.3 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$49.4 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$25 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

576K
Shares

$12.8 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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