North Capital, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

North Capital, Inc.

$106 Billion
Q1 2025

A detailed history of North Capital, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, North Capital, Inc. holds 25 shares of SCHI stock, worth $561. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$561

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$21.77 - $22.56 $544 - $564	25 New	25 $562,000

Others Institutions Holding SCHI

# of Institutions

225

Shares Held

41.2M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

8.16M
Shares

$183 Million
4.21% of portfolio
Envestnet Asset Management Inc

7.46M
Shares

$168 Million
0.06% of portfolio
Campbell Wealth Management

5.68M
Shares

$128 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.39M
Shares

$53.7 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

1.16M
Shares

$26 Million
0.01% of portfolio

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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